Michelle Smith
Activity overview
Latest activity by Michelle Smith-
Michelle Smith commented, Also the Client Portal should pull the information from Client Management; when we have clients leave us; there are too many places we have to go to remove them from the system; Client Management s...
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Michelle Smith created a post, Ability to Customize ALL columns in Send Tax Returns
We should be able to customize ALL columns in Send Returns; we do not use GROUP NAMES and we only have 1 Office location; so we do not need these columns. This has just recently been changed and it...
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Michelle Smith created a post, AI Gather Organizer not loading
When clients are trying to view the Organizer in AI Gather, it is just spinning and not loading. Same thing is happening when I look at Client View.
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Michelle Smith commented, I have also asked this to be done. It's ridiculous they can't just make them all be the same from the beginning.
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Michelle Smith commented, Completely agree with all the above! We are struggling with when to download the organizer because there is no way to know if they make any changes/add to the organizer if they don't mark it FINIS...
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Michelle Smith created a post, Client Portal Management Filter
It would be great if we could filter the "status" of in the Client Portal Management. So we could see who has registered and who has been invited.
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Michelle Smith created a post, Client Portal opening on new tab
When you click on the new Client Portal Icon it does not open a new tab. So you can't go to the other icons in SafeSend or back to the main page from here. You have to log in again. Can you please ...
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Michelle Smith created a post, Estimate Payment Reminder after Archive
What is your firm doing, if during Tax Planning in December you give the client new estimates to pay for 4thQtr that are different than what was issued with the return. They pay them, then on Jan 8...
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Michelle Smith created a post, Ability to setup filter in Archive
It would be nice to be able to filter the dashboard in the Archive folders like we can on the other dashboards
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Michelle Smith created a post, Ability to select Client Instructions in Gather
From what I understand, the Client Instructions have to be set to Default. We have different messages setup according to which request we are sending. We have 1040, Business and New Client Setup. I...