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Our company has had the same issues, and it reflects poorly on our company. Our clients get really frustrated. Please correct this issue, as we just discussed t...
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It would be very helpful to have the ability to customize the client checklist and restrict the ability for clients to upload documents. We encourage our client...
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This would be in Intuit Link when creating a new request for a client bringing in paper files that we would then e-file their taxes.
