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Accountants: Here's How to Build A Custom Client Portal 👀
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/a7D 💰 (Sponsor) Swipe my template and build your own custom portal with Copilot! https://www.copilot.app/templates/jason-staats-template 📈 Make the connections to take your firm to the next level. Join my private community of 500+ tax ...
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