Sarah Baggett
Comments
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YES! The client marked "Finish" but then called and knows they have to upload more files. They have the access to continue uploading, however, the firm doesn't have the ability to change it back t...
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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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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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Yes! Not just Organizers, we are experiencing this on Gather as well. We’ve spent lots of time trying to find our downloads. And now many more clicks to get to our downloads. I agree with the other...
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Very disappointed this wasn't on the first round of files recognized, and greatly disappointed this hasn't been addressed yet! This is definitely a standard form and a form that a LOT of clients ha...
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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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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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We use CCH and we changed our default instructions inside Tax to all say online payment so it flows to SafeSend correctly. You may want to see if that's an option in your tax software. Hope this ...
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We have had quite a few of these this year as well. This would be great in Gather and in Signatures!
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YES! PLEASE give us back the return counts. That was very helpful to see how many total returns we were working with.