Sarah Baggett
Activity overview
Latest activity by Sarah Baggett-
Sarah Baggett created a post, AnsweredGrouped Returns - client view
We love the group option (and the addition of 1040 returns), however, we've had so many calls to help clients find where to go to sign their returns. The columns show the return/client name - tax ...
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Sarah Baggett commented, Totally agree! We are using CCH Axcess and the scan software changes everything to black & white. With that, you are correct, the clients notes/changes are hard to find and often missed. We've had...
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Sarah Baggett created a post, AnsweredIn Office e-sign
We enjoyed having the ability to use in office e-sign for clients who either just stop by while in town or who were struggling with the digital version by themselves. We've used it quite a bit this...
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Sarah Baggett created a post, AnsweredSignature - keywords & declined emails
We sent our engagement letters out via Signatures this year and it has been great. However, we have had a couple of issues we would appreciate your consideration on enhancing. 1 - We have clients w...
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Sarah Baggett created a post, AnsweredGather questionnaire keywords
I would like to see the option to add keywords in the Gather questionnaire. All of our 2024 organizers were delivered through Gather. However, we often need to deliver the prior year if it has not ...
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Sarah Baggett commented, Please Please consider adding an Itemized Deductions section. We are answering SO MANY phone calls and emails asking what to do with these items!
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Sarah Baggett commented, Completely disagree! The Finish button is how our firm knows to download and start working on the clients information. We urge them to use Finish once they have COMPLETED uploading their documents...
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Sarah Baggett commented, AGREE! Not just with Engagement Letters, but with all SafeSend emails. We've had to filter tons of these calls. We also get calls because they try to fill in the log in credentials when they've ne...
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Sarah Baggett commented, Agree with this. When using our TEST client, I did the exact same thing. The page buttons at the top of the page are not very obvious. I think just moving them to the bottom of the page could be he...
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Sarah Baggett commented, This would be VERY helpful!