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Status Planned
Created by Aziz
Created on May 25, 2023

Document Tab in each Account and Tax Return

Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.


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    Sean Deverell
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    May 31, 2023

    Hi,
    thank you for submitting the idea, we do have this feature on our roadmap to add in a future release.