Answered
Gather Enhancement
I would like to see the document requests integrated with the custom questionnaires. For example:
Did you receive any W-2's?
Client answers yes
They are prompted to upload their W-2's
Comments
Hello Jerry,
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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