Secure File Transfer - Ability to Update Tax Year
Can we get the ability to update the tax year of a sent document so that it goes into the correct tax year in the client portal, without having to cancel & resend the client another message/document?
Can we get the ability to update the tax year of a sent document so that it goes into the correct tax year in the client portal, without having to cancel & resend the client another message/document?
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