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File Sharing
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Ability to download multiple client files as PDF in specific order by category
under review
Tariq Soliman
Order of pdf download flow in order of tax return
Similar to autoflow source doc binders
March 21, 2024
Caroline Lukins
updated the status to
under review
·
February 11, 2025
·
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Dwight Clancy
updated the status to
planned
·
March 22, 2024
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