Chelsy M.

Total activity 50
Last activity February 03, 2025 23:36
Member since April 26, 2023 18:23

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Chelsy M. commented, February 03, 2025 23:36
Hi Kari. We certainly understand the need to turn off those voucher reminders after delivery. This can be done from accessing the action menu of the delivered return > three dots > Send Reminder > ...
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Chelsy M. commented, February 03, 2025 23:33
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Hi Martha. Thank you for reaching out with this feedback. Our voucher reminder emails currently include the authority name, payment type, due date, and notes column that will display Do Not Pay for...
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Chelsy M. commented, December 30, 2024 15:26
Good morning. We have updated this verbiage to Send Files to Firm. Thank you for providing this valuable feedback! Happy Holidays.
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Chelsy M. commented, December 05, 2024 17:26
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Hello Gina. This feature request has been submitted on your behalf by our Support team when requested. This has been highly requested and we hope this may be a feature that is available to our user...
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Chelsy M. commented, December 05, 2024 17:22
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Good morning Chelsea. This feature has been entered on your behalf by our Support team when you submitted a ticket. Our Product team will review and compare with our upcoming roadmap.
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Chelsy M. commented, October 29, 2024 16:34
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Hi Alexandra! Thank you for this feedback. We can definitely see how this verbiage does not include the various tax professionals who work at a CPA firm. I have entered an official request to edit ...
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Chelsy M. commented, October 15, 2024 14:42
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Good morning and thank you for reaching out to us. The KBA process the client goes through allows for 3 attempts to answer a total of 3/5 questions correctly. I will include some information below ...
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Chelsy M. commented, September 17, 2024 15:09
Hello. Various APIs can be used to build a custom workflow. If you would like additional information on APIs and how they can automate processes, please reach out to your customer success manager f...
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Chelsy M. commented, September 14, 2024 15:28
Hi Tammy. I'm pleased to let you know this is now a feature. Users can view other users' inboxes to include the document request list. Any uploaded items can be downloaded by the user viewing the i...
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Chelsy M. commented, September 14, 2024 15:20
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Thank you for this feedback. I have submitted these requests on your behalf for review. We implemented the tool tip box due to a high volume of requests from firms to mark the signature as optional...
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