Sarah Baggett
Activity overview
Latest activity by Sarah Baggett-
Sarah Baggett commented, Our problem is on the Schedule C, E, F clients. We want to only include those pieces of the Organizer since the GRL does not include that info.
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Sarah Baggett commented, YES!! Totally agree.
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Sarah Baggett created a post, AnsweredGrouped returns - adding office location
Our firm has 8 offices using SafeSend and multiple admin persons in each office sending tax returns for multiple EROs per office. We rely on the Office Location filter to have a specified list of c...
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Sarah Baggett commented, Hi Chelsy. Can you send me the information on an API for this?
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Sarah Baggett commented, Chelsy, I totally understand your answer and that works great for those of us who work in SafeSend all the time (admin team). Our tax department, like Tasha, has also asked if there is a way we cou...
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Sarah Baggett commented, Totally agree with Morgan McDowell's suggestion! There has to be a better way to inform the clients with less confusion. We all know they don't read every word we send them so a button that says wh...
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Sarah Baggett commented, I was searching the community for a search recommendation and this is exactly what I was looking for. We would GREATLY appreciate the ability to search the entire Returns module or Organizer modul...
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Sarah Baggett commented, This would be helpful. It would relieve us from having to reach out to the client asking will they be uploading document or dropping them by. This, along with either ONE "finish" button for organi...
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Sarah Baggett commented, YES!! Absolutely agree with the comment made by Alexandra Lal. We've spent lots of time having to contact clients to see if they are really finished with their organizer and uploading documents be...
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Sarah Baggett commented, PLEASE make the prior year column non-editable! We've had several clients make changes or either delete them all and add the current year numbers in the prior year column. However stupid it sound...