April Shanebeck
Posts
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Delay delivery for Signatures
We would like to request a delay delivery on Signatures like the most recent update allows for Secure File Transfer.
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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...
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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 ...
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Answered
Ability 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 ...
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Answered
Require 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...