Alison Bentley
Comments
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I came here to suggest client tracking in Exchange. We definitely need this!
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Thank you for this info, Alisha! Were the Verizon users receiving the access code via text messaging or via e-mail? I will submit a request asking for clients to be able to select their method, fo...
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i think this would be a nice feature to be able to toggle on or off. I would think that the same authentication method would apply to all recipients.
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The download option is available for entities' questionnaires, so we hope to see this feature soon!
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I think I have my answer! I chose the Classic Organizer, and in the collation, I made the Lite-1 General Info page print. :)
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On a related note, it would be great to have the variable of the document name available in the client' s initial e-mail, as well. For some reason, there are no variables available for this messag...
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This would be a useful feature. We are trying to get our clients on board with the forwarding, but yes, they are used to us providing a copy. Right now, we just send a 2nd copy through SS Exchang...
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Agreed, we would love to be able to send QB files as an attachment within SS Returns!