Kathleen1
Level 5
06-30-2025
11:25 AM
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I don't see how that would be the case, as this is just a document collection tool. It should also automatically convert jpeg's to pdf's, so we're not fighitng with their jpeg's. Once everything is uploaded It produces a pdf of all their documents, which we would then input into our tax software. They are not entering their data to be imported, as I don't trust the clients input. We would still call the client to discuss questions and results and planning for the next years estimates.