Add the client’s name to the “thank you for your payment email”

We receive payment confirmation emails but there is no way to tell what client the payment is related to. We need to know which taxpayer and spouse the payment confirmation is related to. It is very inconvenient and time consuming for us to match up payments and signatures.



1 comment
  • Official comment

    Thank you for providing this feedback! We have had other similar requests for a feature similar to this. We have added this information to our internal request and will list details in our product release notes if we move forward with implementing this. 

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