Alexandra Lal
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Recent activity by Alexandra Lal
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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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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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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 ...