CoastalCPA
Level 2
02-26-2025
10:37 AM
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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