Sherry Sergeant
Activity overview
Latest activity by Sherry Sergeant-
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...
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Sherry Sergeant commented, Agree
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Sherry Sergeant commented, Agreed.
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Sherry Sergeant commented, Agreed.
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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 ...
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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...
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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.
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Sherry Sergeant created a post, AnsweredSafeSend Exchange - "Body" is hidden
When you type a message to a client in the "body" of the email, that message is hidden in the client view. They must click on the small comment icon to see the body of your message. Would it be p...
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Sherry Sergeant created a post, AnsweredSafeSend Exchange - notification language
Could you make it possible for firms to edit and modify the wording in the notification emails being sent to clients notifying them that they have a document to download or a document request to fu...
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Sherry Sergeant created a post, Grouped Returns
How do you all manage your groups? Do you only group returns if one client has multiple business/trust entities? Or do you group all business and trusts returns so that the client effectively has...