CoastalCPA
Level 2

My client asked why no option to upload documents from their phone here, by scanning a QR code on the screen, which then allows them to snap a picture, or upload a document they have on their phone, but not their laptop.

I thought they used to be able to do that in the past. Did this feature get turned off? They get annoyed having to log in both places

no sidecar.jpg

0 Cheers