Documents
R
Rachel Volm
Too many places to upload docs for one client, especially for a client who you do personal and business taxes for as they have multiple profiles and upload stuff everywhere and sometimes upload the personal docs into the business profile and vice versa. CPA then takes longer than needed to try and look/find them
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I
Iryna Stepanchuk
All documents should flow to one section regardless of where they are uploaded from. The document should also be tagged, when a client uploads a document they should be prompted with a dropdown "business or personal" or if multiple accounts the dropdown should populate the names of their accounts.