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Level 2
March 24, 2025
Question

Client activity says he added a document to the "TY24 Document Checklist". Where is it?

  • March 24, 2025
  • 0 replies
  • 7 views

Intuit Link: I'm not sure what clients see, or how they upload documents. The Client Activity screen says he "added a document," a .PDF, but I can't find it.

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