Natalya Larson
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How is your firm pulling data to send organizers in batches? (CCH)
In prior years when we send organizers, we usually pull a data scan from CCH Tax to gather all the data we need to be able fill out the csv template to merge with the organizers. This data scan pul...
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Planned
In-Office Signing for SafeSend Signatures
Allow anything sent via SafeSend Signatures to be seen in In-Office Signing. We send engagement letters and other various documents in Signatures, and it would be awesome if when they dropped off i...