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Recap's Agent Portal
Recap's Agent Portal
Recap for Accountants, CPAs, Tax Professionals and Financial Advisors. Sharing data and viewing a client's portfolio in Recap..
By Sam and 1 other
2 authors
5 articles
How to get started as an Accountant
How do I invite a client to Recap?
How does Recap's Agent sharing work?
How do I manage sharing my data?
How do I invite an Agent?