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Update SMSF setup board for fund managers before billing

Update SMSF setup board for fund managers before billing

Your accepted proposals arrive untracked, causing delayed onboarding, missed setup tasks, and revenue slipping past billing cycles. Keeps onboarding dates on your SMSF setup board so billing and implementation occur before the next billing run.

Update SMSF setup board for fund managers before billing

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Update SMSF setup board for fund managers before billing