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11 results found
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4 votes
Hi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
Jason Lyon supported this idea ·
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12 votes
Jason Lyon supported this idea ·
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5 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
Jason Lyon supported this idea ·
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4 votes
Jason Lyon supported this idea ·
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15 votes
Jason Lyon supported this idea ·
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9 votes
Jason Lyon supported this idea ·
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11 votes
Jason Lyon supported this idea ·
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26 votes
Jason Lyon supported this idea ·
Jason Lyon shared this idea ·
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16 votes
Jason Lyon shared this idea ·
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1 vote
Jason Lyon shared this idea ·
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5 votes
Jason Lyon supported this idea ·