Trina Durbin
Activity overview
Latest activity by Trina Durbin-
Trina Durbin created a post, SafeSend Returns - Local Returns
I would love to see the actual locality that we manually type over seeing Local Return. I have some clients who have 50+ local returns, and when viewing the amounts due I would imaging it's hard to...
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Trina Durbin created a post, Add time stamp to Organizer link on 1040
I have noticed that when I download the package for the Custom Questions, Organizer and Source Documents, it does not time stamp the Organizer to show it as downloaded. This causes an issue with re...
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Trina Durbin created a post, Client View or Walk-Through - SafeSend Signatures
I’d love to have the ability to preview the client-facing message and walk-through—similar to the “Taxpayer Preview” we use for returns. This would help us confirm that signature options are functi...
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Trina Durbin created a post, PlannedGFR 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 t...
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Trina Durbin commented, I do also agree. This has caused some confusion for the clients and they have questioned why they have documents in for 2025 when we are having them upload documents for 2024. I did receive feedbac...
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Trina Durbin commented, I agree with what has been suggested. The clients will want support and help walking through the portal. If we don't have the ability to see that it makes it very difficult to assist.