Monthly Archives: March 2014

Social Security Maximizer / New client

Some things are confusing but I am trying to learn it as I go. Today I had a problem when I tried to add a new client. The input of the client email, name, and zip code info went fine but when I clicked to open the new client, there was all this info already there as if I had already tried to run a report for her. There was a date of birth already entered but it was not hers. I tried to delete her as a client and start again but when I went to add her as a client the second time it told me that there was already and account with that email address.