djscoe
Level 2
12-06-2019
06:51 PM
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I would like to scan my client's W2s, 1099s, etc and link them to the client data file. Other than using ProSeries' Document Management tool, does anyone know how to do that? I'm not trying to use the scanned information to input to the program, I just want to have copies of the documents to reference in the future if need be. Thanks for any help.
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