Dana Edgar
Activity overview
Latest activity by Dana Edgar-
Dana Edgar commented, Agree, very confusing to have All not equal All. Adds extra steps when retrieving signatures, checking on statutes, sending reminders or doing any other actions if we have to do it to two separate ...
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Dana Edgar commented, Agree with all of the above. It is not clear to clients when they are done or not and the automated emails and messages on the landing page do not help the confusion.
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Dana Edgar commented, Agree, this wording is misleading and does not at all reflect our process. The corresponding message "Thank you for completing your documents!" on the landing page of the organizer is also similarl...
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Dana Edgar commented, Also an option for the client to indicate they are uploading & bringing in person would be helpful. This was the first time my office sent SS organizers in bulk and keeping track of the various way...
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Dana Edgar commented, Agree, we generally consider the client organizer done when they have "finished" the upload step. Having a filled out organizer is secondary and a return can be prepared without one. The fact that ...
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Dana Edgar commented, Agreed. Consolidated 1099s were the form I saw duplicates of the most but it could happen with anything and would be nice to have a notice somewhere to help direct clients not to upload a document ...
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Dana Edgar created a post, AnsweredFeature update: K-1 recipient info update notification
K-1 recipients currently have the option to "Update" their info. However, there is no notification system to alert the firm when they have done so. So the recipient thinks they have given us a new...