UltraTax Firms - is the new AI Automatic Voucher feature working for you?
SafeSend added a AI Automatic Voucher feature recently that is supposed to read the filing instructions/transmittla letters for payments that do not have a voucher. We are UltraTax users and that feature does not work. Client I'm working on right now as a balance due payment scheduled for auto withdrawal and SafeSend didn't pick it up from the letter. Wondering if it's just us or others too?
Comments
I haven't had any returns with payments due yet but I would hope that with this new feature it can now read EFT payments. I'll keep an eye out. Thanks for the heads up.
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