Move Files from One Client to Another

KellyKelly Posts: 12

Hello! I really have the need to be able to move files from one client to another. As of now, I have to download the files from one client, then upload to the other. This has happened several times because I start dealing with an individual, then they start sending me files for their business, spouse, dependents, etc. PLEASE put this on your to do list!

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