Sara DiVito
Activity overview
Latest activity by Sara DiVito-
Sara DiVito commented, This sums up my firm's experience with the new update perfectly. It often feels as though no one who uses the software is involved with updating it. Searching and sorting for returns is a basic fun...
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Sara DiVito commented, Yes Please! We got a call recently from a client who couldn't find his state return (there was only one state). Bookmarks would be very helpful.
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Sara DiVito created a post, Name Sort - Gather
Why does Gather sort Client Name by first name? It's the silliest thing I have seen, especially considering the names are in last-first format. Please sort by last name.
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Sara DiVito commented, Yes, please with the pre-tax season set up request.
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Sara DiVito commented, Yes Please! This was the biggest obstacle this year. 90% of our phone calls about SafeSend this year were people getting locked out of their organizers.