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Client Access previous tax returns on their own.
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Client Access previous tax returns on their own.
Client Access previous tax returns on their own.
Submitted by dmoss-derjenserI am proconnect user. I would a way for a customer/client to see completed tax returns for that last couple of years. I am tired of printing the pdf or sharing a link. Some kind of portal or website. They do not want to go IRS and get the transcripts. They need these tax returns for different things and I am getting ready to downsize and potentially hang up the tax business.
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