Kelly Sochay
Posts
-
Adjustable Column Widths on Dashboards
Is it possible to get adjustable column widths within the firm-side dashboards? With the recent release, there is an extreme amount of empty column space which now requires us to scroll right thro...
-
Secure File Transfer - Ability to Update Tax Year
Can we get the ability to update the tax year of a sent document so that it goes into the correct tax year in the client portal, without having to cancel & resend the client another message/document?
-
Gather - manual changing of SP Binder Status
Because we use both SurePrep Binder & TTC within our workflow, those Gathers that don't get automated to SurePrep just sit in a "ready" status in the SP Binder Status column. It would be helpful t...
-
Gather - Merged Source Doc Download
When downloading the Gather source docs as a "Download Merged File" and "System Default", the year that appears in the merged file name is the current year, not the tax year selected when the Gathe...
-
Secure File Transfer - Tax Year
Currently when composing a Secure File Transfer message, the tax year is under a separate settings tab than the main body of the message being composed. Because this tax year determines where the ...
-
SurePrep Binder Tracking
With the new "Send to SurePrep Binder" feature, is it possible to get this automation step showing in the Internal Tracking?
-
Would like "Finished" Gather Reminders and/or ability to change "Finished" status
Currently clients often mark their Gather as "finished" when they are not finished uploading documents. They receive a pop-up stating that they can come back later to upload further documents, but...
-
Answered
Signatures - Move Archive & Delete Buttons
Our firm's administrative staff have mentioned that it would be beneficial to separate the "Archive" and the "Delete" buttons at the top of SafeSend Signatures so that they are not right next to ea...
-
Answered
SafeSend Returns - Quick View Reports for Paper-filed Returns
Would like to see Quick View Reports for Paper-filed Returns: 1. Any paper-filed return not accessed/consented to. 2. Any paper-filed return not downloaded. 3. Any paper-filed return not printed.