Michelle Spencer
Activity overview
Latest activity by Michelle Spencer-
Michelle Spencer commented, This last update has sent this program backwards!
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Michelle Spencer created a post, Ability to change naming convention on downloaded efile forms
When sending LLC, Extensions & then returns through Returns - They all download with the same naming convention so when we save locally, it's either change the name or overwrite the files that are ...
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Michelle Spencer created a post, SafeSend Returns Email Sort
The ability to have the 1st email displayed to search by, similar to how Signatures is set up.
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Michelle Spencer commented, Agreed! We uploaded a return, sent for signature, couldn't find it and sent again. Had no clue what was going on! Definitely adds time to processing especially when having to toggle it to then d...
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Michelle Spencer commented, I agree - I thought it would be somehow integrated with the Client Management section to make it easier to target those without it and not have two sections we need check into for client info
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Michelle Spencer commented, Yes, exactly what we do here. We even have added it to the system messages but clients still aren't clicking finished. For a product that is supposed to save time, it's definitely taking more dev...
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Michelle Spencer created a post, Client Portal
There needs to be a better way to gain client view access to their portals; possibly another button in the suite. Also, to find out if a client has a portal is also extremely difficult as you need ...
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Michelle Spencer created a post, Similar Set-Up Across All Products
Each product of the suite has a different set-up and different features; quite a few can be made the same and have the same features and general look to them.
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Michelle Spencer created a post, Organizers - Finish button Update
Are there any current plans in the work to update the process of this? Clients are not understanding the need to click on "Finish" on both the organizer & the upload documents screens to show they...
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Michelle Spencer commented, Yes! I was told that was coming in 2024, still isn't a thing!