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Is there a way to simply move/share a document from Firm Documents to Shared Documents? I know I can download the document, then upload it to clients shared doc...
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I sent myself an organizer to test the process fromt the client perspective. Worked fine the first time through, but now that I want to get back in, I click the...
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Yes you do have to use a credit to file an extension!
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My extension rejected because I fat fingered the social security number, now it won't let me change it?
