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1. I would really like to have a client portal added so clients and securely upload documents or update client information

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   3 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Reed Clemons commented  ·  February 02, 2023  ·  Delete…

   This feature would be huge

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   Reed Clemons supported this idea  ·  February 02, 2023