Client Portal Naming Convention - 2025 Tax Year
The naming convention for the automatic folders setup for documents seems a little misleading. For example, if a client shares a 2024 tax document through Exchange in calendar year 2025, it appears to be classified under "Tax Year-2025" within their portal. This really is not correct and seems to already be confusing for clients. If possible, please consider at least updating the automated folder names to "Calendar Year" 2025 or allow users to edit the folder names.
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