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How Lance CPA Group automated their engagement letters for tax season

Guest Author

"Practice Ignition hasn’t just helped us save time creating engagement letters - it’s everything. We save time getting letter out of the door. We save follow-up time getting clients to sign. We save time chasing payments. All in all, we save about a month’s worth of man-hours every year, on top of the real dollars we save by ensuring that we get paid in advance for the work we do."

Josh Lance,

Managing Director,

Lance CPA Group




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