Alexandra Lal
Comments
-
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...
-
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...
-
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 ...
-
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...
-
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...