browndj3
Level 1
06-09-2023
11:41 AM
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Every so often we go through our client list to check if they have engagement letters. The problem is that it's currently done by hand, one client at a time, one down arrow press at a time. It's painfully tedious. Is there a way to automate this, checking to see that the client has a tax return done for that year and has a file named "engagement letter.pdf" in the source documents?
If there isn't a way to do this built in, is there any API documentation that I can look through to try and slap together a way to do it via Python or something?
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