It would be nice to have a section where we could have brief communication with our clients about things not tied to a particular transaction. If links and files could be attached that would be optimal. Perhaps we could ask the client for a bank statement. Or the client can ask us a question. And then we could just close the thread/task when that item has been addressed.
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Completed
Feature Requests
6 months ago

Andrea
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Completed
Feature Requests
6 months ago

Andrea
Get notified by email when there are changes.