Sarah Baggett
Comments
-
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...
-
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...
-
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.
-
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...
-
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.
-
ABSOLUTELY!! This has run through my mind on several occasions so Thank You for throwing the suggestion in here!
-
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.
-
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...
-
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...
-
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...