Where can accountants view the shared documents for a specific client?

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The ability for accountants to view shared documents for a specific client is found in the "My Accountant" section, specifically under the shared documents or clients tab. This feature allows accountants to access all relevant documents that have been shared by the client in one organized location, facilitating collaboration and ensuring that both parties have access to necessary information for efficient accounting and financial advice.

The other options do not directly lead to the dedicated area for shared documents. The main dashboard for accountants typically provides an overview of various client accounts and pertinent information but does not specifically focus on shared documents. The accountant tools section offers functionalities for analysis and reporting but does not serve as a repository for client-shared files. The client’s project overview would be more focused on project-specific details rather than a general overview of all shared documents, making it less suitable for this purpose.

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