client-facing:mortgage

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  • client-facing:bookkeepingplugin-autotooltip__default plugin-autotooltip_bigBookkeeping

    * Interact with Clients to collect documents and business information * (via receipts, bank statements, invoices, loan agreements, mortgage / credit card statements)

    * Request, gather, store, and organize documents with information within Canopy in Folders * Input client's information into QBO (either through connection to bank or manually)