Donnie Stuart
Comments
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I always try and input the clients cell phone number as its easier and quicker to get the text message than an email, since most people have their phones in their pockets or on their desk at all ti...
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Now a days a lot of firms are using OCR technology like SurePrep, etc. that can read the tax organizer from the SafeSend fillable Organizer, but adding the additional items to the notes page nullif...
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Yes this is extremely annoying to have to expand this every time!!! It should default to expanded and then allow us to minimize if we need the screen space.
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Agree, having the option of the drop down to be more than 20 would be great, as sometimes we are looking to get an entire picture of our clients to see who we may need to follow up with as the clie...
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Agree, having Finish until the very end would be best and clients will think its a page by page "Finish" rather than in its entirety. Previous and Next boxes instead of the arrows would be better ...