Michelle Smith
Posts
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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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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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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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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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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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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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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...
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Batch Organizers for AI Gather-prep work(CS)
THERE HAS TO BE A BETTER WAY!!!! I have started working on my excel sheets to prepare for sending batch organizers in CS. I have 4 ERO's and am at 45 minutes and still waiting on the report to gen...
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Preparing for Organizers in UT- not all are sent SafeSend
In preparing to send organizers in Ultra Tax - we don't send all of them through SafeSend, so how are you all distinguishing the clients to include in the Data Mining report? Instructions say to s...