Alexandra Lal
Activity overview
Latest activity by Alexandra Lal-
Alexandra Lal created a post, Signing Reminders for Extensions that are Review Only
I have already reached out to SafeSend about this, but we got so many clients reaching out to us confused about why they are receiving reminders to sign their extension when we prepared every exten...
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Alexandra Lal created a post, Simultaneous Signing for Engagement Agreements
I know this has already been posted about in the past, but our clients still continue to be upset about not being able to do simultaneous signing for the engagement agreements, or easily being able...
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Alexandra Lal commented, I completely agree. We had no prior warning that now we will need to manually go through our client list and invite those who have not yet signed up. We do not have the extra time for this cumberso...
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Alexandra Lal commented, Agreed! I have also posted about this. It has taken up SO much time manually following up with clients who think they have submitted their documents, but never clicked "Finish" on the source docume...
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Alexandra Lal created a post, CompletedAllow Editing for "Send Files" Phrasing
On the main client portal dashboard, it says "Send Files to CPA." Every tax preparer in our office is an EA, not a CPA, so this wording is inaccurate for our firm and we don't feel comfortable usin...
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Alexandra Lal commented, Agreed! We've been having to manually change the due dates for the payments since our tax preparers calculate the amounts due based on the date of payment, which is included in the transmittal lett...
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Alexandra Lal created a post, AnsweredSafeSend Exchange - Details of Sent Documents
1. I noticed that with the updated SafeSend Exchange email format, the client cannot see the names of the file(s) that are being sent. This can likely cause confusion if different files are being s...
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Alexandra Lal commented, Agreed. I think many clients think that when they click "Finish" on the organizer that they are done and we are notified. I think the "Finish" button on the organizer could have a pop up dialogue t...
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Alexandra Lal commented, Our office had the exact same challenge this season - most clients did not realize they had to click "complete." We ended up having to spend a lot of extra time manually going through SafeSend and ...