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March 25, 2025
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AUTOMATIC PDF PRINT TO DOCUMENTS TAB

Related products:ProConnect
  • March 25, 2025
  • 0 replies
  • 5 views

I think there should be an easier way to access client returns in a pdf format. 

In particular, just like how a client can view their return easily by us hitting "share pdf via link", there should be a button to say something like "print pdf to documents" so that preparers and staff can easily view returns in clients' profiles.