
Joanna Robinson
Activity overview
Latest activity by Joanna Robinson-
Joanna Robinson created a post, Clients Marking Docs as N/A
Can something be added to the instructions to let clients know not to choose N/A for a document unless it truly no longer applies to their tax situation. We have noticed several clients submitting ...
-
Joanna Robinson commented, We also want to disable the ability to have clients upload photos because the quality interferes with the OCR technology. I don't think it should be completely disabled as a feature but I agree wit...
-
Joanna Robinson commented, 100% agree this is needed. Aside from the amount of time spent converting files and re-requesting documents due to poor quality, the photos are not readable by OCR so it increases time spent keyin...