Alyse H.
Activity overview
Latest activity by Alyse H.-
Alyse H. commented, Official commentHello All, this is a very common request we have seen over the years. No guarantees on when we will see this implemented, but we can assure you we already have it on our roadmap!
-
Alyse H. commented, Official commentHi Nanette, thank you for this feedback. With our 10/27 product release, clients will now have the ability to continue uploading documents until the firm has selected to close out the request. If t...
-
Alyse H. commented, Official commentHello All, we are working to update this new update so that 2024+ Amended returns will appear alongside all other returns!
-
Alyse H. commented, Official commentHi Jennifer, thanks for reaching out! Our email notification does notate in the Notes section if a payment is set for auto-withdrawal. Please see my screenshot below!
-
Alyse H. commented, Official commentThis is something we have recieved feedback on before, and could be useful for multiple modules within SafeSend. Thanks for the suggestion!
-
Alyse H. commented, Official commentHello All, this was a known issue that came up shortly after our Q2 product release. We have since updated the list to include these file types. If you do not see a file type that you need to have ...
-
Alyse H. commented, Official commentHi Nanette, while we certainly understand the need to support prior year amended returns, this is likely something that will not be implemented, as training all returns/forms already takes a big wo...
-
Alyse H. commented, Official commentThank you for the feedback! The new GoFile Integration is still in phase 1 and we have multiple enhancements in the works that require extensive collaboration with the GFR teams. Thank you for your...
-
Alyse H. commented, Official commentWe have had a ton of feedback with the ability to resize columns as needed so this is definitely on our radar. I am not sure where on our roadmap this enhancement is, but we will add your feedback ...
-
Alyse H. commented, Official commentHi Bill, we do have a feature that is currently in product that will allow you to download all documents merged together. While this option does not provide the bookmarking that you suggested, it...