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When would you recommend merging accounts to a client? (Select all that apply)

If there are too many accounts active in the chart of accounts

When a client has added more than one of the same exact accounts unnecessarily

When the client asks if they can put everything in one account

If two accounts are being used for the same thing

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Answers: 1

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When would you recommend merging accounts to a client? (Select all that apply)

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