Answered
Direct Link to SP Fileroom
It would be really great if there was a way to upload all the received documentation from a Gather request directly to SurePrep Fileroom for binder creation. I've been told TaxCaddy does that. This would be a great time saver!!
Comments
Hello Brandee,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
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