Tonia Vermilye

Total activity 104
Last activity May 29, 2025 22:14
Member since March 15, 2023 17:25

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Recent activity by Tonia Vermilye

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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- Created April 30, 2025 13:47
- 0 votes
Firms should be notified of who is registering and firms approve them.
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- Created January 31, 2025 19:33
- 4 votes
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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- Created January 16, 2025 00:31
- 0 votes
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 ...
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- Created March 23, 2024 20:23
- 0 votes
If you implement this change, please consider making it optional because this may not work for everyone.
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- Created January 19, 2024 20:30
- 0 votes
I agree. This was a feature of the legacy version and needs to be implemented in the new version.
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- Created January 19, 2024 19:52
- 0 votes
When I click "Download All" I get one pdf with 889 pages rather than individual K-1s in a zip file.
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- Created March 16, 2023 14:11
- 0 votes
Agree this absolutely needs to be an option. We have clients that want to download K-1s into individual files so they can upload them to their investor portal.
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- Created March 15, 2023 17:27
- 0 votes