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File Upload Instructions (Secure Portal)
Client-facing instructions for securely uploading documents to your firm's file-sharing portal or IRCC account. Covers accepted file formats, maximum file sizes, naming conventions, scanning tips for clear document images, how to combine multiple pages into a single PDF, and step-by-step upload procedures. Reduces incorrectly formatted submissions and saves consultant time on document management.
Included in AnyImmi Bundle
This item is part of the Admin & Client Prep category. Get instant access when you purchase any AnyImmi bundle plan.