Nanette Pennetta
Comments
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Yes, please also add the ability for client or Admin to delete documents previously downloaded.
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Agreed! Also, can you make the date box smaller? It doesn't need to be so long.
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Follow up to my original post in April. I sent out Organizers this week and just found out that if a client opens the email on their phone and choses Upload Documents they receive a message that te...
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We use Signatures for Engagement Letters and if we receive a manually signed letter, it would be extremely helpful to be able to change the status to manually signed so the client doesn't get multi...
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Agreed!
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Awaiting E-Sign is and option, however the client has to scroll down to see it. I posted a request on October 1, 2024 asking for this to be updated. Not sure why the list is not in alphabetical o...
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Agreed! Before it was changed they should have reviewed whether it was more likely to miss a reminder or double pay. Shame on the double payers for not communicating with each other!
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Very disappointing that the Cancel feature was removed without evaluating the effect it would have on users! Maybe do a simple survey to see the feedback before a change occurs? This could avoid ...
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Yes, please!!!
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And also Extensions!