Marty Farnham
Activity overview
Latest activity by Marty Farnham-
Marty Farnham created a post, Bring Back Fixed page width to Delivered returns page
I absolutely HATE the need to scroll left & right or remove columns to see all columns on the returns (send, delivered, archived) pages - why can't you allow us to change the column widths, or at t...
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Marty Farnham commented, Agreed! I just had a call about this today! Alternatively, couldn't the system programming just be adjusted to send all communications to whoever receives the tax return first? This would make the ...
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Marty Farnham commented, Any update on this? We too have many clients who still prefer to pay by paper check.
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Marty Farnham created a post, Secure File Dransfer DRL - multiple participants
Previous Feature Request marked as completed, but the answer given was not applicable to the request. Please review and add this to urgent feature requests - it absolutely does not make sense to ha...
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Marty Farnham created a post, Organizer Name Sort - asking since 2023!
I have found posts dating back to 2023 asking for the sort on the Client Name column of the Organizer delivery module to be changed from first name to last name. Can anyone tell us why this hasn't ...
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Marty Farnham commented, I actually didn't realize this wasn't already a thing! We have several "spouse controllers", and I just assumed that if you chose "spouse first", they would get all communications! Yikes! 100% agre...
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Marty Farnham commented, It is a change that we really need for organizers too, since they are sorted by first name also- it really makes it difficult to find a client by name.
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Marty Farnham commented, Yes! This causes a lot of confusion for our clients too, and many phone calls. It would be great if the state returns would download as separate pdf files from the federal as well - we spend a lot ...
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Marty Farnham created a post, AnsweredCommunity Page Hack
Why did we not hear from anyone at SafeSend last week when the SS Community page was hacked on 5/31? Since I follow all the boards, I received about 30 emails from advertisers who spammed the page ...
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Marty Farnham created a post, Answered7203 to K1
Using Lacerte for 1120S returns, form 7203 and state SH summaries end up loading as the first pages of the tax return, requiring us to manually move them to the K1, where they end up appearing befo...