itonewbie
Level 15
01-11-2021
07:59 PM
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Personally, I don't like the setup and I don't use it because my clients typically have more complex situations and will require the use of a proper organizer to collate the data. Sending them a laundry list of documents to upload along with open questions will just add more work to everyone in the end.
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Still an AllStar
Still an AllStar