Nanette Pennetta
Comments
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Also Agree! We need the description field and the period end, otherwise it is not saving any time if you have to go back and modify the indexes.
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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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Yes! It would be so helpful to have a pop up confirmation that also alerts that the document already exists. Clients are confused and may upload the same document multiple times if it applies to ...
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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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Agreed!!! I hope they survey clients before they decide to get rid of Organizers, but I feel you are correct that they seem to be phasing it out. They did the same thing with Exchange Legacy and ...
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Also, the grouped returns controller view is sorted alphabetically by client name. It would be very helpful if the sort had "Awaiting E Sign" at the top. I know the client can use the dropdowns a...
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Yes, please fix! This is causing wasted time for Admins.
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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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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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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...