Michelle Spencer
Posts
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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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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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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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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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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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Answered
SS Organizers
Has there been any updates to the completion process for the client to ensure we know when they are complete? Last year so many clients uploaded and never clicked finish on either Organizer or Upl...