Brandon Farmand
Activity overview
Latest activity by Brandon Farmand-
Brandon Farmand created a post, AnsweredSS Suite Feature Requests After 1st Season with Software
This is the first filing season we have used the suite, after implementing last summer. Overall the experience have been a very net positive for us but there are some feature requests that could ma...
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Brandon Farmand commented, I agree, this would be a great enhancement. It would be nice if firms could disable the upload of certain file types like JPEGS or other phone camera images. and then to this request, a built in do...
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Brandon Farmand created a post, UltraTax Firms - is the new AI Automatic Voucher feature working for you?
SafeSend added a AI Automatic Voucher feature recently that is supposed to read the filing instructions/transmittla letters for payments that do not have a voucher. We are UltraTax users and that f...
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Brandon Farmand created a post, Gather - UT Organizers - Lite-1 Page
For the Gather module, with UltraTax Organizers, the Lite-1 page is required to have the Gather work/process correctly. But I just tested with an organizer to myself and Gather does not allow the c...
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Brandon Farmand created a post, Gather - client missed something?
If a client completes their questionnaire, UltraTax Organizer and doc upload but turns out they missed something (like answering due diligence questions for the child tax credit, that are part of t...
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Brandon Farmand created a post, Client View - Gather question
Within Gather, if I click on client view, I come to the landing page. After clicking Get Started, it takes me to the custom questionnaire we have in place. Then if I try and hit next, to see what t...
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Brandon Farmand commented, Disappointed that it doesn’t appear UltraTax bank account verification forms weren’t addressed for auto e-sign recognition in todays update.
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Brandon Farmand commented, Disappointed this wasn’t addressed in todays update, for UltraTax organizers.
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Brandon Farmand created a post, API Questions - Multiple Files and Archive?
We have the SafeSend Signatures API set up to auto download documents that are electronically signed. The API seems to be working but only for cases where a single document was signed. In cases whe...
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Brandon Farmand created a post, January release date?
We're planning our organizer delivery timeline. We usually deliver in mid January but wanted to wait for the January release to see what changes/enhancements might affect our clients and workflow. ...