Tonia Vermilye
Activity overview
Latest activity by Tonia Vermilye-
Tonia Vermilye commented, 100% agree.
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Tonia Vermilye created a post, Organizer - File name when document uploaded on organizer page
Please give us the option to turn on or off the lengthy description added to the document file name when a client uploads source documents on the organizer page. Some firms may find it helpful, but...
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Tonia Vermilye commented, At some point SafeSend changed it so both taxpayer and spouse received the notifications and then for 2025 it was changed to only going to the taxpayer even if the return was sent to the spouse fir...
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Tonia Vermilye commented, Prior to 2025 I think both the taxpayer and spouse received the estimated payment reminders because they both showed up on the reminder report. Not sure why it changed but I noticed the spouse does...
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Tonia Vermilye commented, Agreed. Also there used to be a more obvious color variation between taxpayer and spouse signature blocks. Please bring that back and make the date box smaller, it doesn't need to be as large as th...
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Tonia Vermilye commented, Yes we have it too.
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Tonia Vermilye commented, I agree, we spent a significant amount of time converting jpg files to pdf and then resizing them because they were not a readable format for SurePrep. Please, please develop this aspect of the sui...
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Tonia Vermilye commented, Firms should be notified of who is registering and firms approve them.
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Tonia Vermilye commented, I agree with Ruth Moyer that this should be an option that can be turned on/off by firms if it is implemented because some firms may be okay with it.
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Tonia Vermilye commented, I agree with both of these points. On point #2 I went ahead and tried the reply within SafeSend Exchange to request additional information and so far none of the clients have accessed the messages ...