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E-file
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E-file confirmation status in engagement dashboard
complete
G
Gabriel Badillo
A task for advisors confirming the e-file has been accepted and then a column in the engagement view to show that the e-file has been completed.
March 20, 2024
Dwight Clancy
updated the status to
complete
·
October 3, 2024
·
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Dwight Clancy
updated the status to
in progress
·
March 20, 2024
·
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