Marty Farnham
Posts
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Planned
Document Request Message From Tax Preparer
The message from the tax preparer should be the first thing the client sees when they open a DRL - we like to include instructions for uploading and clients aren't seeing them because they don't kn...
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Answered
Document 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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Completed
SS 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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Answered
Invoice 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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Answered
Guide 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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Answered
Client 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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Planned
Grouped 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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Answered
Mobile Client Experience
Feedback from clients indicate that returns on mobile devices are difficult to maneuver... Is a mobile app or improvements to mobile experience in the works? I know grouped returns are being worke...
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Completed
Update Contact Info
We did not add mobile numbers when sending returns this year, but plan to do that next year for most clients. This is something we would like to do during the summer, rather than during the tax se...
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Answered
Organizer Source Documents
When a client uploads a document within the Organizer using the right-hand pane (Provide Source Documents - click here to upload documents), those documents should insert into the organizer at that...