Clients being able to access and print organizer BEFORE answering custom questions
We would love for the clients to be able to access the organizer immediately as opposed to waiting until they have finished answering the custom questions. I think that this somehow plays into making sure the mandatory questions are being answered but does anyone else think this or just me?
Comments
Yes, and being able to print the questions would be helpful to some clients.
SafeSend, please add this feature as soon as possible. I am getting continuous phone calls from clients that like to print it and hand write on the organizer before they proceed electronically. I have to go back into Ultra Tax to be able to print for them and send via PDF.
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