Natalya Larson
Activity overview
Latest activity by Natalya Larson-
Natalya Larson commented, In the client portal, the taxpayer will need to add their spouse's email to give them access - that would at least resolve the portal issue. Go to Security Settings in your Client Portal. Enter t...
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Natalya Larson commented, Thanks for your feedback, Sherry! Do you use the 2024 data for the scan? Or do you wait until CCH datascan variables for 2025 are available (mid-January 2026) and then run the scan? We always waite...
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Natalya Larson created a post, How is your firm pulling data to send organizers in batches? (CCH)
In prior years when we send organizers, we usually pull a data scan from CCH Tax to gather all the data we need to be able fill out the csv template to merge with the organizers. This data scan pul...
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Natalya Larson created a post, PlannedIn-Office Signing for SafeSend Signatures
Allow anything sent via SafeSend Signatures to be seen in In-Office Signing. We send engagement letters and other various documents in Signatures, and it would be awesome if when they dropped off i...