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Caroline Lukins
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What clients see: General Upload Tax Documents Task
complete
Caroline Lukins
Learn what clients see when receiving a "General" document upload task request, from email notifications to document upload and marking the task "done".
August 14, 2024
Caroline Lukins
updated the status to
complete
https://help.harnesswealth.com/cx-document-upload-general
·
August 15, 2024
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