Rebecca
Tax Para Professional at BatesCarter Tax Firm, Gainesville, GA and SafeSend "Go-To" for the office
Activity overview
Latest activity by Rebecca-
Rebecca created a post, CompletedClient View for users in Client One Hub Portal
For those clients that are less than capable of navigating their One Hub portal, we'd very much like to request a client view so we can see what those clients are looking at.
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Rebecca created a post, AnsweredSafeSend Exchange Email Delivery Tracking
We would like to request a product update in SafeSend Exchange. We'd like to be able to have some sort of client tracking available in the Sent Items section that shows if a message was received by...
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Rebecca commented, Our firm could definitely benefit from this enhancement. We have several clients who would like their personal accountants to receive the quarterly payment reminders in addition to themselves.