Answered

SS Returns - Reminders

It would be great to have a reminder option that says "Action Required" Tax Deadline Today Please Sign your E File Forms! or something along those lines.   Just sending another regular reminder doesn't stand out enough and we end up having to send a separate urgent email to clients telling them today is the tax deadline date and we need their signed e file authorizations before we can file their tax returns.

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3 comments
  • Official comment

    Hello Nanette!

    This is an excellent idea, and I've passed it along to our Product and Development teams for review. As always, these things can sometimes take time, but we appreciate the feedback from our firms on how to improve our product. If you have any other ideas, please let us know!

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  • YES! something branded/looking completely different that really stands out for the clients would be great. 

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  • YES!!!!

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