Gina Guggenbiller
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Recent activity by Gina Guggenbiller
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Answered
CPACharge-surcharge
Can the CPACharge integration be made to include the surcharge fee if the client wants to use their credit card?
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Answered
Manual Sign-ability to turn off
Too many clients click manual sign. Can this be removed? Can this be a feature that can be turned off?
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Answered
Allow Accountants to Forward tax return
At one point I could go into client view and forward a tax return for the client. That is no longer available. It was a nice feature so I did not have to go to my system and pull the docs to then p...
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Answered
Transmittals tab to show all payments & refunds
Currently if you want to compare your instructions(transmittals) to your overpayments and payments these are in different locations. To see Refunds & Payments due you need to look at the client inf...