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Hey {name|there}! 👋

<p>It doesn‚Äôt seem possible to be able to link or duplicate details accross individual &amp; joint clients so for instance dependants/home addresses have to be inputted 3 times overall for each parent and the joint client even if they are the same for all 3. Is there a way to copy the details to the linked accounts?</p>

Sharing data between clients

Joanne Bosworth

Plannr Technologies

Sharing data between clients

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