
Sherry Sergeant
Activity overview
Latest activity by Sherry Sergeant-
Sherry Sergeant commented, Agreed. Many clients get confused by this section. I love the suggestion of Payment Notes with the fields labeled Amount I paid, Date I paid. Perhaps you could even have a drop down - How did yo...
-
Sherry Sergeant commented, Agreed.
-
Sherry Sergeant commented, agree
-
Sherry Sergeant created a post, AnsweredSafeSend Organizer - client comments
When a client leaves a note for the preparer in their Digital Organizer, it currently prints out as a summary with only the page heading to help the preparer know where the comment was inserted. T...
-
Sherry Sergeant commented, Agree
-
Sherry Sergeant commented, Agreed.
-
Sherry Sergeant commented, Agreed.
-
Sherry Sergeant created a post, AnsweredMultiple recipients for groups
It would be wonderful if we could deliver a group to multiple email addresses. Often a business will have multiple employees who handle different parts of the return (signing, vouchers, etc). It ...
-
Sherry Sergeant commented, Agreed. Our clients are afraid to hit the "Finish" button on the Custom Questionnaire because they aren't finished with their organizer....in fact they tell me they can't find the organizer. They...
-
Sherry Sergeant commented, Agreed. Looks like column widths for date, type, and tax year could all be reduced to accommodate longer text strings in name and client ID.