Answered
Allow Accountants to Forward tax return
At one point I could go into client view and forward a tax return for the client. That is no longer available. It was a nice feature so I did not have to go to my system and pull the docs to then put in safesend exchange to forward a tax return to a bank. Can you bring this back?
Comments
Hello Gina. This feature request has been submitted on your behalf by our Support team when requested. This has been highly requested and we hope this may be a feature that is available to our users as we can see how beneficial this can be to our firms.
Our admin staff LOVED this feature until it was taken away earlier this summer!! It was one of their favorite features of SSR. Can we please have it back?
Do we happen to have an update on this? Super helpful and would love to be able to forward on behalf of our clients. Is there a reason it was removed?
Hello Crystal,
Thank you for your feedback! We do not have confirmation on whether or not this feature will be implemented, but we have added your firm to the list of firms requesting this feature. This request is still under review by our Product team.
There was a brief time when the firm could forward documents from the Client View, but this was a bug rather than a feature. This caused some privacy and security concerns, which is why we are re-evaluating this functionality.
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