Planned
GFR Integration
I think it's awesome that Engagements and E-File Authorizations can now be pulled directly from Returns into GFR—this is a great step forward!
To take the integration from good to great, I’d like to suggest a few enhancements:
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It currently doesn’t distinguish between Engagements and E-File Authorizations.
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There’s no option to add a description (e.g., "2024 Signed E-File Authorizations" or "Tax Preparation Engagement").
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The indexing setup doesn’t allow entry of a period end (e.g., 12/31 or 10/31).
Adding these features would make the integration even more efficient and really streamline the process of getting documents into GFR with a single click.
Comments
Thank you for the feedback! The new GoFile Integration is still in phase 1 and we have multiple enhancements in the works that require extensive collaboration with the GFR teams. Thank you for your patience as we work towards providing a more streamlined integration.
I completely agree - we require a description and period end on all of our documents, and with the current mapping, it pulls into GFR with those two options blank, forcing us to re-index the 8879s. Having the ability to include the description and period end date would be incredibly helpful.
Agreed! When you download them from SafeSend they are automatically named. I assumed it would be the same process when uploading them directly to GFR. If they go into GFR and we then have to go into GFR and reindex it to add a description, it really saves us no time and does not streamline the process.
When you download it out, it names it Signature Documents. It would be more descriptive if these would come out as Signed E-File Authorizations or Signed E-File Documents. The naming should be consistent whether you download them or send them directly to GFR.
Also Agree! We need the description field and the period end, otherwise it is not saving any time if you have to go back and modify the indexes.
I noticed that all of my married clients are failing to send to GFR. I'm guessing that is because in GFR (and UT) it shows both names in the client name but in SS it only shows the Taxpayer. This seems like a huge oversight.
The directions indicate that "Any indexes marked as Required Fields in GoFileRoom must be mapped in SafeSend. All other..." can be left blank.
Both Document Type AND Description are required fields for us, and I can't see a way to map both, so nothing pulls from SafeSend to GFR at present - I just keep getting error messages.
Had hoped this would be a good timesaver for us.... not so far...
Having the description and period end is incredibly important for us too. We won't be able to use this feature until those items are added, and we were SOOOOO excited for this.
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