Adam Rutherford
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Organizers - Initial Signer
We think it could improve the experience for our clients if either the taxpayer or the spouse could sign the engagement letter first without having to pick which one. We send out organizers in batc...
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Answered
Document Request Details
Please add a way to see what was entered under the "Enter Document Description" box after we've sent a document request. I know the client can see it, but I can't see it anywhere on our end.