Documents from email

TaxDivaTaxDiva Posts: 27 ✭✭

Is there any way when a client sends an email with documents (attachments) they can load straight into their portal? Or we can pull the from the email & drag & drop them.

Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 97 admin

    Hello,

    If the client sends docs through a client request they will automatically flow over to the files section, but not with an email.

  • TaxDivaTaxDiva Posts: 27 ✭✭

    Ok thanks! I didn't do client request this tax season because we just started with canopy but will definitely start to use it now.

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