Dana Edgar
Comments
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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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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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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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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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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 ...