Alyse H.
Activity overview
Latest activity by Alyse H.-
Alyse H. commented, Official commentHello All, We did release a feature that I believe covers what is being asked for in this request. You can customize the pages quickly using the Select Organizer Pages in the Organizer section. ...
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Alyse H. commented, Official commentHi Danielle, thank you for the suggestion! Considering this is an available feature with Signatures, something like this could provide more consistency across the platform. We will pass this along ...
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Alyse H. commented, Official commentHi Aaron, We recieved this same feedback from some other users and our product team made the decision to update this logic. You should now see that a numerical number can be entered in this field.
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Alyse H. commented, Official commentHi Marty, the message not being visible when the DRL is opened is something we have had a lot of feedback on. We have recently confirmed that this is something already on our roadmap. We should see...
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Alyse H. commented, The program has always cut off automatic reminders after each deadline date. The workaround to this was to recall and redeliver the return to reset the delivery date. I cannot speak as to 'Why' it ...
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Alyse H. commented, Official commentReminders are set and scheduled once a return is delivered, so yes, this would be the only way to re-enable as reminders wouldn't be On for non-delivered items. Brandon- Please submit a ticket to ...
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Alyse H. commented, You should be able to click the status if it says Uploaded, Finished, or Downloaded. As long as some documents have already been downloaded, you should have the option to click. If no documents hav...
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Alyse H. commented, Official commentHi Tish, if you click on the Source Document Status, you will see the download status for each uploaded document.
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Alyse H. created a post, CompletedSafeSend Returns - Upload Error for UltraTax 1040 Returns
Situation: Due to a recent training pattern migration issue, all 1040 uploads from UltraTax are receiving an Error when uploading a return. Some users are also reporting an error with delivery when...
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Alyse H. commented, Hi Dianna, The Client Portal is available as of Saturday. You can see more information here- https://safesendreturns.zendesk.com/hc/en-us/articles/34542030916371-Client-Portal-Overview