Sarah Baggett
Comments
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Totally agree. The ability to view and edit if needed, especially the spouse after the taxpayer has done their best but have answered something wrong.
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We also have a message asking our clients not to upload pictures because of the issues we had with them last year and that they do NOT flow well through CCH Scan and Autoflow. We had to find a work...
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We've had several clients pay twice because of this banner. I agree with April's issue. Removing the banner would be nice, either altogether or after a payment is made.
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Alyse, thank you for your comment. Is what you are referring to available for the Gather requests sent in Batch? I was told that was not going to be available until next tax season but would be ...
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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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YES!! Totally agree.
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Hi Chelsy. Can you send me the information on an API for this?
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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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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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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...