April Shanebeck
Activity overview
Latest activity by April Shanebeck-
April Shanebeck commented, Agreed. Has there been any progress on this since the original request 2 years ago? Our previous electronic signature platform had this option and it was very helpful.
-
April Shanebeck created a post, Delay delivery for Signatures
We would like to request a delay delivery on Signatures like the most recent update allows for Secure File Transfer.
-
April Shanebeck created a post, Signatures reminder email
We currently have the option to add multiple wording options for Signature reminder emails. However, there is no way to select which reminder email wording you want. Whatever is selected as the d...
-
April Shanebeck commented, We receive the email and the client is cc'd but there is no client information in the email; you just have to know who the client is based on the email address. Also, in the CPA Charge website th...
-
April Shanebeck created a post, Answered"Invoice Payment Due" banner
Currently, the Pay or View Tax Preparation Fees box on the home screen shows a banner above it saying "Invoice Payment Due." The only option to clear this currently is for the client to enter the ...
-
April Shanebeck created a post, AnsweredAbility to change PDF naming syntax
We would like the ability to alter the PDF naming syntax for when documents are downloaded. We use a bulk upload feature to GoFileRoom that requires a certain naming syntax of the PDF. Currently ...
-
April Shanebeck created a post, AnsweredRequire payment after viewing but before signing
We would like to see a feature to require payment after viewing the return but before signing. We do not have the feature on to require payment to move past the invoice to review the return becaus...