Catherine Budinger

1. Community
2. SafeSend Suite - Feature Requests
3. Client view bookmarks on returns

This is a screenshot from the Client view option on a return we delivered last year.  We will reach out to support to figure out how to change the bookmarks out of UltraTax.  Thanks!

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• Created January 11, 2024 22:27
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1. Community
2. SafeSend Suite - Feature Requests
3. Client view bookmarks on returns

Hi Alyse!  My client view bookmarks don't look like that.  Is there a setting maybe?  

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• Created January 11, 2024 22:10
• 0 votes