Where can I access the files uploaded by my clients?
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Last modified 6/1/2022 8:49:55 AM EST |
Added by TaxBandits Team
You can access the files uploaded by your clients from Client Communications >> Client Files.
In this section, the files uploaded by your clients will be listed. These files may contain any information about the recipients/employees necessary for filing their tax returns. You have the option to download and view the uploaded files.