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  1. Dashboard - Add a Client Notes box

    22 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Karen Lang commented  · 

    This is absolutely essential in an accounting office when different accountants work on the same job. It's vital to be able to leave notes for future reference in a place that will be seen as soon as the file is opened. I'm surprised it's not already an option!

    Karen Lang supported this idea  ·