browndj3
Level 1

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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