Sarah Baggett
Activity overview
Latest activity by Sarah Baggett-
Sarah Baggett commented, Yes! This exactly! We've had many client complaints and it's time consuming having to go to each module to search for a client and see what they are receiving.
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Sarah Baggett commented, Agreed! Currently we are using the Print DRL and then taking a screenshot of the N/A items in the list of uploaded items and pasting it onto the printed DRL. Making the N/A items visible on the Pr...
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Sarah Baggett commented, We use CCH and we changed our default instructions inside Tax to all say online payment so it flows to SafeSend correctly. You may want to see if that's an option in your tax software. Hope this ...
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Sarah Baggett created a post, Turn off Drop-Off Link Access by Firm
Our firm does not use SS Exchange, therefore we do not want our clients to have access to the Drop-Off option in the Portal. Currently we have to turn that off client by client. I currently have ov...
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Sarah Baggett created a post, Allow client to mark other signature as not needed - deceased or divorced
Signatures & Gather - It would be most helpful if the CLIENT can mark the other signature as not applicable this year and be required to give a reason - deceased, divorced. We have several clients ...
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Sarah Baggett commented, YES! The client marked "Finish" but then called and knows they have to upload more files. They have the access to continue uploading, however, the firm doesn't have the ability to change it back t...
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Sarah Baggett commented, We have had quite a few of these this year as well. This would be great in Gather and in Signatures!
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Sarah Baggett commented, ABSOLUTELY!! This has run through my mind on several occasions so Thank You for throwing the suggestion in here!
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Sarah Baggett commented, YES! PLEASE give us back the return counts. That was very helpful to see how many total returns we were working with.
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Sarah Baggett commented, YES!! The Amended toggle is so confusing and not user friendly. Please add as on option to filter, but allow Amended returns to show when ALL is selected.