Alyse H.
Activity overview
Latest activity by Alyse H.-
Alyse H. commented, Official commentHi Debbie, thank you for providing this feedback! It sounds like you want to see more reporting areas for when a return was sent with the setting "Require taxpayer to pay the invoice prior to revie...
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Alyse H. commented, Hi David, We may need some more clarification on the use case for this scenario. Are you sending the document with other recipients who need to sign, or is it only for yourself? A possible solutio...
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Alyse H. commented, Official commentHi Chelsea! We do have an item for this in our backlog, so this is something we are working on! We do not have an ETA at this time, but we look forward to providing this update in one of our future...
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Alyse H. commented, Official commentHi Tami, Thank you for the suggestion. I am pleased to let you know our product team is already working to add custom categories for Gather to address this issue. We look forward to providing this ...
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Alyse H. commented, Official commentThe Client View for Client Portal was released in our 2024 Q4 product release. This feature can be found by accessing the Client View > Select client name in upper right corner > Access Client Port...
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Alyse H. commented, Official commentHello All, This feature will be available in our Q4 product release on 1/24/2025. Have a good day!
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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...