R Kahley
Posts
-
Returns - Signature Blocks
In Returns placing signature blocks is extremely difficult as they are opaque, you can't see if they are correctly placed. Please make the blocks semi-transparent like they are in Signatures.
-
Answered
SafeSend Return - Invoice Paid Update Option
It would be nice to be able to update the client's invoice as paid from the firm side. Some of our older clients are just able to sign electronically and download a copy of their return. However, t...
-
Answered
Gather Email - Salutation Request
A client who receives Gather requests for multiple individuals commented on the lack of a salutation either in the email subject line or body. She was unable to discern which email belonged to whom...
-
International Phone Numbers - 10 Digit Requirement
If the client has an international phone number that is only 9 digits but the system requires 10 digits, is there a work around for them to receive the access code text notification? Currently the ...