Alexandra Lal
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Completed
Allow Editing for "Send Files" Phrasing
On the main client portal dashboard, it says "Send Files to CPA." Every tax preparer in our office is an EA, not a CPA, so this wording is inaccurate for our firm and we don't feel comfortable usin...
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Answered
SafeSend Exchange - Details of Sent Documents
1. I noticed that with the updated SafeSend Exchange email format, the client cannot see the names of the file(s) that are being sent. This can likely cause confusion if different files are being s...