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See who completed a client task
Similar to how we can click into an internal task and see exactly who completed it and when it was completed, it would be amazing if this would be an option for client tasks as well, as sometimes it can be unclear if things are being marked internally or on the client side.
1
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in progress

Forms and Organizers
Allow users to create forms that clients can fill out directly within the Financial Cents portal. Specifically, forms should allow for the creation of tax organizers.
20
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in progress

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