Level 11
04-30-2023
11:30 AM
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@dascpa I’ve been working remotely for a few years… paperwork that comes in the mail, fax, or is dropped off all gets scanned to a client folder. Saving docs that are uploaded to IL is pretty simple and fast. You have to develop your own workflow but i think it’s pretty useful.
If at first you don’t succeed…..find a workaround