Trina Durbin

1. Community
2. SafeSend Suite - Feature Requests
3. Client View for users in Client One Hub Portal

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. 

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• Created December 20, 2024 16:42
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Client Portal Naming Convention - 2025 Tax Year

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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• Created April 09, 2025 17:12
• 0 votes