Travis Hood

Total activity 2
Last activity February 10, 2025 19:56
Member since February 10, 2025 19:51

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Recent activity by Travis Hood

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...
- Created February 10, 2025 19:51
- 6 followers
- 5 comments
- 5 votes