Client Portal "Perm Folder" for documents that apply year to year
complete
Lauren LaVan
updated the status to
complete
Hi everyone - excited to share that we've released the ability for consumers to upload permanent files to their taxpayer(s). These files can be accessed in the advisor portal using the file filters on the taxpayer or engagement pages.
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Lauren LaVan
updated the status to
in progress
Lauren LaVan
updated the status to
under review