Marty Farnham
Activity overview
Latest activity by Marty Farnham-
Marty Farnham created a post, AnsweredDocument Request Lists "Submit Request" Button
The button "Submit Request" on the client's document request list upload portal is very confusing for clients. They think it's a button to ask us for documents. Requesting a change "Uploads Comple...
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Marty Farnham commented, Thank you for the tip!
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Marty Farnham created a post, CompletedSS Exchange Print Message
It would be nice if we were able to print the body of the SS Exchange email - right now, it just prints the webpage, which looks awful. I'd like the ability to print the message as well - or maybe...
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Marty Farnham commented, Agreed!
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Marty Farnham created a post, AnsweredInvoice Reminders
Are invoice payment reminders in development? If we include an invoice with a return and the client chooses to "Pay Now" - could they then have the option to either go to the payment URL or print ...
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Marty Farnham created a post, AnsweredGuide updates for Lacerte Integration?
Have new instructions been posted for Organizers and Returns for the new Lacerte release with SafeSend integration? If not yet, when might you expect to have those available?
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Marty Farnham created a post, AnsweredClient Manager Default Add
Hi! It would be great if we could set a default to add new client information to the Client Management records instead of clicking "Yes, Add It" every time. Could this option be added in Account ...
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Marty Farnham commented, Yes, please!
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Marty Farnham created a post, PlannedGrouped Returns - sent to ERO
When I send grouped returns to the ERO for review, the email he gets doesn't indicate that the returns are part of a group, causing confusion because the grouped returns are viewed in a different s...
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Marty Farnham commented, Any progress on this? It looks like the ability to archive grouped returns has been "planned" for more than a year now... thanks!