Cindy Morin
Activity overview
Latest activity by Cindy Morin-
Cindy Morin commented, Create a form fillable PDF for ACH requests and send through Exchange. Let me know if you want to see what we use.
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Cindy Morin created a post, Client Portal report
I was so excited to see the new release included the Client Portal report. However, it only shows the clients with portals. I was truly hoping it would show both users and non users so we can targe...
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Cindy Morin created a post, CompletedWhat Clients have portals?
I know this has been mentioned before that we need to be able to know which clients have portals and which don't. I dropped an excel file from the archived tax returns hoping that I could sort by t...
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Cindy Morin created a post, Future Updates?
Just checking on client portal needed updates. Are these in any future update? Ability for client or Admin to sort docs into correct years Ability for Admin to run a report showing clients with no...