Answered
SafeSend - Client View - Download Docs
This is an enhancement request to be able to download documents from SafeSend Returns when viewing as Client View. This would help tremendously from a support standpoint so we can guide our clients.
ie: Payment Vouchers, Invoice, Tax Documents, etc.
Comments
The reason we currently do not have this feature available is due to the strain it puts on the program. Can you provide some more details on how this would be helpful when working with clients so we can better understand the use case?
I too agree this would be a great enhancement.
I also agree!
I also agree. When walking a client through completing their return (which happens pretty frequently because they don't get it despite the instructions and video we provided to them) we're working blind since we can't see, so must guess, what they're seeing. Thanks.
Agree. We are talking with clients and doing the client view then when I click on download documents to walk through what was uploaded, I cannot see it.
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