Answered

Customize or add more information to the "Your return is signed by all signers" email

We often have clients signing multiple years of returns and have lots of fiscal year clients.  Adding one more line to this email for "Tax Year" seems like an easy change and would save us so much time in tracking client signatures.  It would be nice to have the option of listing the ERO/Signer also.

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  • Official comment

    Hi Karen, thank you for this feedback! I can see why this would be beneficial for you and other firms. We will send this request to our product team to consider implementing it in a future roadmap. 

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