Brandon Farmand
Activity overview
Latest activity by Brandon Farmand-
Brandon Farmand created a post, After latest update dashboard views very spaced out
After the most recent update last month our dashboard views (like the delivered tax return report view) are very spaced out and require a LOT of scrolling. Is this intentional? Not a fan if so.
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Brandon Farmand created a post, Verbiage on estimate reminder emails needs changing
Estimated tax payment reminder emails have a link that says Review and Pay. It used to say Access Tax Documents. "Review and Pay" is lousy - a client reading that would think they have the ability ...
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Brandon Farmand created a post, AnsweredAmended returns - how to process?
Is there a specific process for uploading and delivering an amended return? Trying one now for an 1120S UltraTax return and when I hit the toggle to show amended returns, it does not list there - m...
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Brandon Farmand commented, For a different perspective, we actually really like the updates made last month. It did take a little bit of getting used to the new interface though.
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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...