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Status Awaiting Prioritization
Categories Practice Management
Created by Claire Agasee
Created on Apr 17, 2024

Upload Tax Return into Documents

Rather than having to download a PDF and then upload into the Documents section to email to the client, it would useful to allow them to be stored there by the click of a button.

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    Rob Millen
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    Jun 19, 2024

    Thanks Claire, we have this on our list of things to develop this year.