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Status Awaiting Prioritization
Created by Aziz
Created on Aug 22, 2024

Sending Tax return & Account to client portal for signature

It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. The same buttons should be implemented for Submitting accounts for approval.

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