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Attach document to my client file

Level 2

Is it possible to import a copy of a document to a client file?  I would like to keep client documents like a copy of a W2 in a completed client file.

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2 Replies 2
Level 7

Scan them in and keep in A PDF file

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Level 4

I use scan snap to retain every document that I am given and any notes that I take.  Reduces the amount of paper I have to retain and I break it up into yearly folders for every client.  Best investment I ever made.

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