It would be great if we could merge clients in TaxFolder who accidentally got fractured when a new email address swap wasn’t entered in the correct order between TaxCycle and TaxFolder.
Any update on the possibility to merge clients in TaxFolder?
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We have created a scope of work for this feature but have not yet put it into the release schedule. Part of this work will need to expose the email address the client is using to sign in with so you can determine which login details to keep on merge, for clients using the client portal. I am hoping to get this done before the fall.
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