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Retain copies of emails in the system
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Retain copies of emails in the system
Retain copies of emails in the system
Submitted by michael-optimalOften times when sending a Client the Client Authorization eSignature I add information to the email that is important for the Client to know, such as "You cannot make a Roth IRA contribution" or "Payment election alternatives" or "Option to suppress Estimated Payments". The system should have a correspondence area to retain copies of all emails for future reference.
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