Michelle Spencer
Comments
-
This last update has sent this program backwards!
-
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...
-
Yes, we need access to the portals! And an easier way to see if they are set-up
-
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...
-
Yes, I have had clients calling to state that they want it moved and I have to explain that we can't move them.
-
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
-
Yes! I was told that was coming in 2024, still isn't a thing!
-
This is a crazy thing in Organizers (last year people complained about it as well) - I can't believe SafeSend hasn't made a change yet.
-
All products should have the same features and look the same
-
Every day, multiple times per day. Reached out to support and they had me delete cookies, cache, everything and it's still happening while I'm actively using it.