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Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!Sam shared this idea ·
An error occurred while saving the commentSam commented
I agree. We would like to change it to Tax Preparer and Financial Advisor...
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!