Answered
Organizer - Note to clients not to upload duplicate copies
It would be helpful to put a note to clients not to upload more than one copy of a document even though there may be multiple areas for the information. For example a 1099-Consolidated report may have information in more than one place on the organizer and now we have multiple copies to sort through.
Comments
Hi Nanette,
Thank you for providing this feedback! I can certainly see how this type of feature would be very beneficial to both firms and clients. I have also submitted this as an internal enhancement request on your firm's behalf.
Thank you!
Agreed.
Agreed. Consolidated 1099s were the form I saw duplicates of the most but it could happen with anything and would be nice to have a notice somewhere to help direct clients not to upload a document more than once.
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