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    • Update Intuit Link

      Please update Intuit Link to allow separate links to be sent out to clients to gather additional supporting documents not related to the preparation of a tax re...
      TaxGroup
      1
      Oct 23, 2023

    • Please update the client portal

      Please update the client portal to allow creation of general folders under the client's document section THAT DOES NOT PERTAIN to any specific year. Currently, ...
      TaxGroup
      1
      Oct 31, 2023
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