Client Collaboration Tips and Tricks

Explore the links below to find some helpful resources for navigating Client Collaboration.

Client Help Resources

Document Retention

Document Locker vs Document Request List

Notes vs Messages

Visit the Client Collaboration Hub

If you have more questions, reach out to our Client Collaboration administrator, Liz Fox at liz.fox@holsinger.cpa.

August 2, 2024
Amanda Lynch
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