Trina Durbin
Posts
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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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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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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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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 t...