Kari Bachle
Posts
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Lacerte Condensed Organizer
Over the years we've requested many times the ability to send the Lacerte condensed organizer via SafeSend - it would save our clients lots of time and confusion to just receive this shortened vers...
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Returns - Remove "Amended" Toggle
One of our admin uploaded an amended return this morning to SafeSend Returns - and then spent 15+ minutes trying to find it in our pending signature requests. It looked like everything was set up ...
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Planned
Organizers Timing Out
I understand why a module would time out and sign you off after a period of inactivity, and I have no issues with that. What I DO have issues with is Organizers timing out and logging me off while...
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Answered
Clients Not Leaving "Uploads" List When Downloaded
Once upon a time when a client uploaded more documents via their organizer, we could sort by "Uploads" to see what was new, click "Download Newly Added" to get the new docs, and then refresh the li...
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Answered
Bring Back "Download Now" in Organizers
This week after thinking that new client organizer uploads just weren't downloading, we noticed the tiny and short popup that said they were waiting in the "My Downloads" folder. I reached out to ...