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Settings and activity

10 results found

  1. Allow Client File Notifications from Multiple Folders

    8 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Kari Lindemann supported this idea  · 

  2. Include a report that will track the number of tax returns prepared.

    19 votes

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    Acknowledged  ·  0 comments  ·  Insights » New Report Requests  ·  Admin →
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    Kari Lindemann supported this idea  · 

  3. Add 'Credits' data to Insights for billing reporting

    9 votes

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    0 comments  ·  Insights  ·  Admin →
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    Kari Lindemann supported this idea  · 

  4. Allow all folder content to be visible to clients

    3 votes

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    1 comment  ·  Insights » Enhancements  ·  Admin →
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    Kari Lindemann supported this idea  · 

  5. Spouse should be connected better

    3 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Kari Lindemann supported this idea  · 

  6. e-sign

    2 votes

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    Kari Lindemann supported this idea  · 

  7. All the same features on mobile app

    2 votes

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    Kari Lindemann supported this idea  · 

  8. Provide clients access to documents in portal in bulk upon migration

    2 votes

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    Kari Lindemann supported this idea  · 

  9. Tasks and files

    1 vote

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    Kari Lindemann shared this idea  · 

  10. Client doesn't see the folders I create unless I add a file in it

    29 votes

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    2 comments  ·  Insights  ·  Admin →
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    Kari Lindemann supported this idea  · 
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    Kari Lindemann commented  · 

    I have also uploaded file folders for the upcoming tax year and they aren't visable on the portal until I upload a blank test document.