Answered
Client View
Permanently deleted user
When a firm wants to access the client view we have to click through each step of the process. The firm should be able to skip to any step they want without having to "manually sign" or "electronically sign" the return.
Comments
Hi Klaire,
The purpose of Client View is to go through each step as the client would so you can replicate their experience, especially during a situation where you may be trying to troubleshoot with them. You can simply click 'Continue' until you get to the step you are trying to view. Once they sign the return, you will only see the dashboard, just as the client would. I am happy to put this request to our product team but do want to be transparent with what this feature is designed for.
I understand where you are coming from but majority of the time when a client calls they are stuck on a certain page, we then have to click through each screen to get to the page they are on. It would be more time efficient if we could just click where we need to go.
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