- Using the App
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Enabling and sharing the app
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End client steps
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Review and save to matter
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Quiz
- Up Next
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Summary
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Financial Statement App
In this course you will learn everything you need to use the latest Financial Statement app. Simplify your financial statement data collection process, avoid double entry and save time by automatingdocument creation.
Financial Statement App
In this course you’ll learn how to:
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- Enable the Financial Statement App
- Sharing the Financial statement form via LawConnect
- Demonstrate how clients complete the form
- Review the submitted form.
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