Morgan McDowell
Comments
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Yes! This is so frustrating. We have VERY clear instructions in the email they receive and in the instruction box once they log in (which needs to be made bigger) saying exactly what each button do...
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Agreed! When you download them from SafeSend they are automatically named. I assumed it would be the same process when uploading them directly to GFR. If they go into GFR and we then have to go i...
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I noticed that all of my married clients are failing to send to GFR. I'm guessing that is because in GFR (and UT) it shows both names in the client name but in SS it only shows the Taxpayer. This ...
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I agree. A lot of our clients are accidentally locking themselves out with the Next button. With that being big and blue it is very easy to overlook the actual page arrow buttons at the top. They ...
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YES! This has been a HUGE issue this year. Almost every single document is duplicated at least once. Sometimes 2 and 3 times. I was thinking it was maybe user error but clearly it is a SafeSend e...
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This needs to be a top priority for roll out as soon as possible. We absolutely need to be able to view everything from the client's perspective. There are so many times that you can tell a client...
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This is a fantastic idea. I love this.
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I agree. It always seemed weird there wasn't a deleted folder. We created folders in My Files to move items to once they have been acted upon. We have different ones for if the mailbox owner pull...
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Yes, the point of creating multiple offices is that you can separate out the client group based on the people who work with that particular set of clients. Then having only one support contact for...
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We have an organizer WF in FirmFlow. The steps in it are essentially Not Started and Complete. I like to make a routing note when routing that to Complete. ex. "Sent via SS on 1/22/25" or "Sent vi...