Lori Jolly
Activity overview
Latest activity by Lori Jolly-
Lori Jolly created a post, PlannedAbility to see and search all returns delivered on single screen, regardless of grouped or archived status
Currently is difficult to find a delivered return if it was archived or grouped. Requires searching in multiple similar locations
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Lori Jolly created a post, AnsweredImprove Taxpayer Tax Return experience
Improve taxpayer experience by walking them through the Review step. Currently, taxpayer is only able to navigate through the tax forms which they are frequently unfamiliar with. Explanations of Wa...
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Lori Jolly created a post, Improve Notification Options
Additional Notification Options for CPA firm users. Be Notified When... 1) ...Voucher Reminders are sent to client; 2) When one spouse signs return; 3) When SSR delivery email to client is undelive...
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Lori Jolly created a post, AnsweredUpload Attachments After Delivery
Add the ability to upload attachments to a tax return after it has been delivered. This will be useful for maintaining a single delivery point and improve taxpayer touch-points with SSR, creating a...
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Lori Jolly created a post, AnsweredVoucher Reminder Delivery Options
Ability to change the recipient for payment reminders after a return is delivered - also enable an option for the taxpayer to make this change. This is useful for owner/signers to have CFO/controll...
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Lori Jolly created a post, PlannedDistribute K-1s in Bulk
Distribute K-1s screen does not have a proper way to download all K-1s separately into a .zip folder if there are more than 1 page worth of investors. Currently, the 2 options are to either 1) down...
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Lori Jolly created a post, AnsweredImprove Taxpayer Signing Confirmations
Improve the confirmation of completion and next steps for taxpayers. Many reports of taxpayer either unsure if they completed the signing or when the return will be forwarded to the spouse. Once si...