Grouped Returns - client view
We love the group option (and the addition of 1040 returns), however, we've had so many calls to help clients find where to go to sign their returns.
The columns show the return/client name - tax year - Status "Awaiting E-Sign" - payment due - ?? - Open - Download - Email. Our clients think they should click the "Awaiting E-Sign" status to start the signing process, which makes sense to us too. Then we receive phone calls asking how to get into the return for signing. The "Open" button is actually far to the right. We would appreciate this being laid out more intuitively. Here are some options we've thrown around:
* Let the client click the Awaiting E-Sign button to get to the signature area if they haven't already signed.
* "Sign Here" or "Get Started" button
* "Review and/or Sign" button instead of Open
* When they click the status, on the screen that shows who has/hasn't signed have a "Continue to Sign Return" or "Get Started" button next to who has not signed yet.
* Have a note in red at the top of the screen that says "To Review and Sign your return use the Open button in the Actions column"
Your help in reducing the number of phone calls we receive would be greatly appreciated!
Thank you!
Comments
Hello Sarah,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
Also, the grouped returns controller view is sorted alphabetically by client name. It would be very helpful if the sort had "Awaiting E Sign" at the top. I know the client can use the dropdowns and select, however, the less clicks they have to make will result in more timely signing and less follow up. Also when they sign on and see the page has all e signed, they may not think they have anything to do.
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