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  • Product: SurePrep

Manage binders from FileRoom

After users have created their client' binder, they can continue to manage its activity and contents all from within FileRoom. Add documents that may have been missed during binder creation, create folders to organize a binder's content, link binders to TaxCaddy accounts and more, all from within FileRoom.
Review the
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 section for guidance on managing existing binders from FileRoom.

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