Ashley Grant
Activity overview
Latest activity by Ashley Grant-
Ashley Grant commented, THIS. It is beyond ridiculous that the Portal Management Dashboard is not connected with the Client Management. I don't mind sending out a portal registration invitation to clients that have not re...
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Ashley Grant commented, I'm waiting for support to get back to me now. We have clients who are married filing jointly who both want portal access. So, we have to add them to the new dashboard, which only allows for one cl...
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Ashley Grant commented, I think this should've been a higher priority than the portal management dashboard.
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Ashley Grant created a post, Portal Dashboard Upset
We were told last year that sending a Gather request lets clients register for the portal, so that’s what we told our clients. Now, with the new dashboard, clients can’t register themselves—we ha...
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Ashley Grant commented, I've commented on another request similar to this, and I'm asking here too: please remove this feature. SafeSend boasts that they make our firms' jobs easier, but this ridiculous toggle wasted our ...
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Ashley Grant commented, We depend on SafeSend to simplify our process—not to add unnecessary hurdles. If "Return Type" is set to "All," it should include all returns, including amended WITH the originals. This pointless u...
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Ashley Grant commented, As an admin who works a lot in Returns, I completely agree with this feedback, and my manager (our firm's director of operations) echoes these concerns. And it's not just how it looks. This update...
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Ashley Grant commented, I would love it if firms could manage the time out feature because we've noticed it logging us out after 20 minutes, and that's way too short. Lots of other software systems allow this, and I wish ...
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Ashley Grant commented, Agreed. The percentages don't mean anything when we're not able to see what was NOT submitted. I sent a Gather request with a customized DRL that I built for 20 documents. The client uploaded only ...
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Ashley Grant commented, Please make this a feature in Returns. I am so tired of getting yelled at for this - both by phone and email. We too alert clients of how this process works, and even in our second year with SafeSe...