Austin Schlatter
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Recent activity by Austin Schlatter
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Answered
In-Office Signing for Non-Tax Returns
Would like to be able to have clients sign non-tax return documents (engagement letter, bank disclosure, promissory note, etc.) in the office. Could work the same way as signing a tax return only i...
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Planned
SafeSend Exchange Mobile Upload
Would like clients to be able to click on a drop off link from their mobile device and be able to take a picture and/or upload documents/files. Currently this is what is received when trying this a...