Nanette Pennetta
Activity overview
Latest activity by Nanette Pennetta-
Nanette Pennetta commented, There is so much wasted space in the columns! You can wrap the column titles to save some space, but allowing us to adjust the column with would be great!
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Nanette Pennetta created a post, SSR Able to Add Additional Recipient After Return is Delivered and/or Signed
The new enhancement to be able to add an additional recipient while processing a return is great! However, a lot of times the request comes after the return is delivered and even signed. To also be...
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Nanette Pennetta created a post, Client Portal-Sign In Clarification
Please change the Client Portal sign in to have the Email ID and PIN on the same page along with the option to select Forgot PIN. The majority of our clients are having a problem with this and ge...
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Nanette Pennetta commented, Agreed! If your are searching a specific name first or last, we would like to have ALL of them listed, not have to pick just one! This is especially frustrating when you have multiple trusts or e...
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Nanette Pennetta commented, Agreed!
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Nanette Pennetta commented, This was obviously not well thought out before implementing! They should take the entire client management list and transfer to the client portal list and indicate the "not registered" along with...
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Nanette Pennetta created a post, Extensions - Need Filter or Sort Option
Please add a way to filter or sort extensions now that they are being done in SafeSend Returns! Also, if you export to Excel there is no indication that it is an extension either.
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Nanette Pennetta commented, Hi Sherry. I feel your pain! This happened to me last year and I complained and they have not addressed it as yet. When you are in the word document, click on the signature box in the document a...
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Nanette Pennetta commented, Just did an amended return today and this is super annoying!! My suggestion would be to remove "Amended" all together and add a 1040X as a return type since that indicates it is an amended return...
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Nanette Pennetta created a post, Extensions - Able to Sign on Mobile Device
Does anyone else think it is important for clients to be able to sign their extensions on their mobile device? I posted an enhancement request over 6 months ago and it has not been addressed. I a...