Sarah Baggett
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Searching for clients in SS Returns
It would be very helpful to have one search bar that would find the client in any section of Returns. Currently if I'm searching for a client and not sure which area they are in - Send, Delivered, ...
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Grouped 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...