Sherry Sergeant
Posts
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Primary Contact for MFJ
For married filing joint clients, it would be great if we could designate a "primary contact" - so that this contact could receive the return 1st and receive all voucher reminders. Currently, we c...
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E-signatures on Paper-Filed Returns
Does anyone have nice, clear, hard guidance on whether or not the IRS will accept an e-signature on paper-filed forms like the 1040, 1041, 1120, or 1065? The IRS has a nice list of forms that are ...
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Answered
SafeSend 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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Answered
Multiple 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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Answered
SafeSend 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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Answered
SafeSend 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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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...
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Answered
Paper-Filed Return Delivery
Would it be possible to add a feature where returns that are entirely paper-filed could be delivered in the same way that e-filed returns are delivered? It would be nice for users to have the clie...
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Answered
Voucher Data - As soon as possible
Would it be possible to add an option to select "as soon as possible" as a due date for a voucher instead of a specific date? This would be helpful for returns filed past the original due date wher...
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Answered
Voucher Reminders - multiple recipients
We have a lot of Individual clients where both spouses would like to be notified of payments due. We have a lot of Business/Trust clients who would like to have multiple staff members notified whe...