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Status Released
Categories Practice Management
Created by Aziz
Created on Jan 24, 2024

Send tax return to client for signature

To send a completed tax return or account for the client's signature. Users have to download them from Irish Elements to their computers then reupload them for signature. The system should automatically attach your tax return or account when the task is clicked in tasks windows.

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  • Admin
    Rob Millen
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    Feb 15, 2024

    Hi Aziz, this is functionality that is being looked at. I will monitor this ticket to gauge priority.