Susan McIlvaine
Activity overview
Latest activity by Susan McIlvaine-
Susan McIlvaine created a post, SS Gather and secure files from clients
We would like to know how other firms are handling the Gather secure document upload restriction. Many of our clients uploaded secured documents to Organizer and we unsecured them on their behalf....
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Susan McIlvaine commented, We are suggesting a possible solution for Sch C and Sch E. For example, we have a client with several rental properties. Each rental property address has its own Schedule E. Can Gather recognize ...
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Susan McIlvaine commented, We have also requested the SS be added to DRL.
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Susan McIlvaine commented, Yes I agree. Also, when the client gets to the end of the organizer pages and sees "Finish", it is not clear that the client will be taken to the screen to upload source documents. It seems as if...
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Susan McIlvaine created a post, AnsweredSafeSend Returns - make link able to access multiple years of tax returns
Enhancement Request - Individual tax return clients - to have access to multiple years of tax returns when clicking on the link. I realize that grouped returns does this, but we do not want to tur...
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Susan McIlvaine created a post, AnsweredSS Organizer and sourc documents
Is it possible to add a button to the organizer module for the client to click, that will alert our firm that they will NOT be uploading source documents? We have many clients that just fill out t...
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Susan McIlvaine created a post, AnsweredSafeSend Exchange and CC
We would like an enhancement that if we add a cc to an email, that the cc recipient will have access to the attachments as well as the TO: email address. It is not always appropriate to put all em...
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Susan McIlvaine created a post, AnsweredSafeSend Suite-Customer Training
Why is the Customer Training Webinar sign ups not on the SafeSend Suite opening page? We have to dig around on the SafeSend website to find them. Can a link to the Customer Training be added to t...
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Susan McIlvaine commented, Yes, please bring back the Yes No Columns on the right side of the page.
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Susan McIlvaine commented, YES. We need a Document Note Column on the SSO Report