Travis Hood

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Last activity February 10, 2025 19:56
Member since February 10, 2025 19:51

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Travis Hood created a post, February 10, 2025 19:51
Answered

Client Portal Naming Convention - 2025 Tax Year
1. Community
2. SafeSend Suite - Feature Requests
The naming convention for the automatic folders setup for documents seems a little misleading. For example, if a client shares a 2024 tax document through Exchange in calendar year 2025, it appears...
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