Heather Smith
Posts
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SafeSend Returns - Send Tax Returns Tab - Fix column width issue
We are logging in today to see that another change has been made to SafeSend that makes the program more difficult to use. We shouldn't have to scroll to access buttons to process returns after we ...
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Gather AI Cutom Questionnaire - Default to all categories expanded
I think it would be better for our clients if all the sections in the questionnaire were expanded by default instead of keeping some sections collapsed. We often get questionnaires being marked com...
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Gather AI Questionnaire - Make the answer selection area bigger and more visible
I've fielded a dozen or more calls and emails from clients this week saying that they can't answer the questionnaire because they are trying to click on the WORD to answer the question (yes or no) ...
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Planned
Allow spouses to sign returns concurrently
We need to option to send tax returns to both spouses at once instead of sending to one, then them being prompted to send to the other. Every year we get dozens of emails or phone calls (usually fr...
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Planned
Optional Signature Boxes on Additional E-sign Documents
We have consent forms we send to clients annually to opt in or out of marketing communications and we would like to include these with organizers/returns, but it is not required to sign the form. W...