Margaret Todd
Activity overview
Latest activity by Margaret Todd-
Margaret Todd created a post, Backup Multi-Factor Authentication for Firm Users
Currently firm users only have the option to authenticate through SMS text messages. When Verizon was down recently, many of our firm users lost access to authenticate into SafeSend. There is cur...
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Margaret Todd commented, Agreed. We would also like Estimated Payments and Other Documents.
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Margaret Todd commented, I agree. It causes a lot of wasted time. Clients think they are done and then we call asking them to click Finish. Possibly change the names of the buttons. Have a (Save and Complete Later) and ...
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Margaret Todd commented, The backdoor way into the client portal on the firm side is not efficient. Please add a menu button at the main level for Client Portal.