Comments

7 comments
  • Official comment

    Hi Nanette,

    Thank you for reaching out and providing this feedback! We want to ensure that not only clients have a great experience with completing their organizer and uploading documents, but that firms also have a great experience in retrieving those uploaded documents from the client. We have submitted this as an internal enhancement request.

    Thank you!

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  • This would be SO HELPFUL for us!!!! 

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  • Yes - the jpegs don't work on OCR and get distorted so easily!

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  • Agreed, you lose the quality and not to mention how much time it takes to convert all of those files.  

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  • It would be nice to have a client side app where they could scan to pdf and chat with me instead of texting

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  • 100% agree this is needed.  Aside from the amount of time spent converting files and re-requesting documents due to poor quality, the photos are not readable by OCR so it increases time spent keying in and verifying data on more complex returns.  

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  • Agreed.

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