Amanda Doberdruk
Activity overview
Latest activity by Amanda Doberdruk-
Amanda Doberdruk created a post, Client Portal requests
1. Add multiple users to 1 portal, for example entities- we want to use the portal to send documents, however multiple people in the company need to have access to the portal to retrieve the docume...
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Amanda Doberdruk created a post, Summary Page in Tax Return
Can you make the Payments due/ estimated payments/ refunds boxes larger/ longer so that clients do not have to click the arrows to see the full picture?
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Amanda Doberdruk created a post, AnsweredGather & Tax Returns delivery- add client name
We have MANY clients that use the same email for kids, entities, etc. It can be very confusing and frustrating for our clients when receiving multiple emails/links to know which gather or return it...
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Amanda Doberdruk created a post, Duplicate uploads in Gather
This is our first year using SafeSend and so far the Gather process has been very difficult. So many of our clients are uploading duplicates and its taking me very long to sort through. Again, its ...