Cindy Owens
Posts
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Secure File Transfer
When SFT emails are forwarded to me, the original sender information is not visible.
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Firm ability to mark N/A on the Gather DRL
On the Gather DRL, the tax team would like the ability to mark a document prepared in-house as N/A to let the client know we don't expect them to upload.
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Gather Reports - Add Total Documents
It would helpful to be able to filter on number of total docs uploaded and to have it show up in the reports.
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Gather Notifications
Can you create a setting to receive email notifications for completed organizer and completed custom questions to once a day? The volume of emails is overwhelming.
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Go File Room Integration
To use this feature, we need to have Description under the SafeSend Data column. We use "Signed 8879" as a description when filing the 8879 in GFR. I don't see a way to populate that information.
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Answered
Returns View
Please add a way for us to expand/minimize the columns in Returns. Also, make the number of returns per page choice stick.
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Answered
TicTie Calculate Bookmark Tools
The following enhancements would be very useful to our firm: -delete bookmarks in individual documents (not just the template) -delete bookmarks and corresponding pages -split bookmarks -move bookm...
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Answered
Correct document sent in Signatures
The ability to recall and correct a sent document would be very helpful.
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Answered
Client Manager - CCH Client ID
It would be very helpful if there was something in place to deal with the Axcess Client ID. I cannot expect the team to continue to edit the client ID when uploading returns, especially during bus...
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Answered
Revised Estimates - Choose TP or SP on delivery
It would be helpful if there was an option to send revised estimates to either the TP or SP. Currently, there is no choice.