Nanette Pennetta
Activity overview
Latest activity by Nanette Pennetta-
Nanette Pennetta commented, Yes, it would be helpful to be able to verify overpayments and payments due in one place and be able to add or modify in one place as well.
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Nanette Pennetta created a post, AnsweredGroup Returns Controller View
Currently the grouped returns controller view is sorted alphabetically. It would be very helpful if the sort had "Awaiting E Sign" at the top. I know the client can use the dropdowns and select, ...
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Nanette Pennetta created a post, AnsweredGroup Returns - Delegate Signing Reminder
Currently any delegated grouped return signing reminders only go to the controller. If the return is delegated the signing reminder should go to the delegated signer and the controller. Otherwise...
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Nanette Pennetta created a post, AnsweredSS Returns - Reminders
It would be great to have a reminder option that says "Action Required" Tax Deadline Today Please Sign your E File Forms! or something along those lines. Just sending another regular reminder doe...
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Nanette Pennetta created a post, AnsweredExtensions - Support 1120-REIT
It would be great if SafeSend supported 1120-REIT extensions.
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Nanette Pennetta created a post, AnsweredSS Returns Additional E-Sign Document - Download with Name of Document Type
When downloading an additional e-signed document in SafeSend Returns the name of the file is always "other signed document" It would be very helpful to have the document type that is assigned (i.e...
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Nanette Pennetta created a post, AnsweredSS Returns & SS Extensions-Add Note Option to Actions
It would be very helpful to be able to add a Note to a delivered Return or Extension like you are able in SafeSend Signatures.
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Nanette Pennetta commented, Agreed. We have the same issue!
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Nanette Pennetta commented, This will also allow the client to search for a particular entity and not have to click into each email to find what they are looking for.
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Nanette Pennetta created a post, AnsweredOrganizer - Do Not Allow Pictures of Documents
Do not allow clients to upload pictures (jpeg) of documents!