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Files tab contents are not shared between connected contacts (Spouses)

JGTaxProJGTaxPro Posts: 15

I have several MFJ clients where both of them have separate emails and both have accepted invitations to the Canopy Client Portal. The pain I'm experiencing is that when Spouse A uploads a document, it's not visible in Client B's File tab and vice versa. Is there a way to connect the spouses together so that the files uploaded by each spouse are visible to each other?

2 votes

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