Alyse H.
Comments
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Official comment
Hello, I can certainly see why allowing the columns to be adjusted would allow for a more seamless experience when trying to navigate the delivered reports. As a possible workaround, you can remove...
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Hi Sue, we apologize for any confusion with locating the Customer Training Webinars. I have submitted a request to my product team to consider adding quick access to these within the Suite.
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Thank you both for your feedback on this! I will be happy to submit a request to allow this message to be more visible to the recipient after they have opened the secure message. A possible sugges...
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Thank you for all your input! This is something that has been brought up by other firms, and our product team is monitoring feedback. This likely won't be updated for this season, but we look forwa...
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I agree that this is a great feature available in Signatures and it would be a great add-on to Organizers and other modules as well. Thank you for the suggestion!
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Hi April, Thanks for the feedback! Notifications for shared folders are on the roadmap and we have it planned for a future release.
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Official comment
Hi Sherry, We have had many similar requests so this is something on our radar! I will add your information to the list of customers who have requested this. Thank you!
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Hi Trevor, While we don't technically support amended return types, some users do have success with uploading! If you upload and receive a "Ready" status, you are good to continue processing th...
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Having the Screen Share feature be available across the Suite platform could be very beneficial to both the Firm and Clients. Thank you for the feedback!
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Official comment
Hi Gina, I agree that it would be helpful to have the ability to upload more than 1 invoice. Thanks for the feedback!