Answered

SafeSend Returns - make link able to access multiple years of tax returns

Enhancement Request - Individual tax return clients - to have access to multiple years of tax returns when clicking on the link.  I realize that grouped returns does this, but we do not want to turn off the KBA process.

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3 comments
  • Official comment

    Thank you for this suggestion. As we expand on our Client Management database, we are considering new ways of providing more client access to previous sent/delivered items across all modules. We look forward to implementing these features that can help meet a number of different enhancement ideas. 

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  • Agree

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  • This would be amazing!!!!!! 

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