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Please give us the ability to send efile confirmation directly from the tax software. It's like getting a mint along with your bill for dinner. Nice gesture, shows gratitude for the business. That's what an efile confirm does, its says here ya go, certificate of completion...thank you for your business. Instead we as preparers have to answer and email: did my return go through? and then download the piece of paper and get it to client through some means. You are supposed to be keeping us in the software right? Please like this post if you want this option so it can go up for voting.
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You just need to train your clients better. My clients assume that since they paid me for the complete process, I am going to complete the whole process. I have never had a client contact me wondering if their return cleared.
Slava Ukraini!
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Train my clients better? Are you kidding me? My clients are plenty trained, have had most of them for 15 plus years. They like it as an extra final touch. Ultra tax which I used for several years sent them out automatically, so my clients were "trained" to expect it! AS was I.
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You could always go back to UltraTax if this is a critical function for you.
Slava Ukraini!
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Not everyone thinks like you.
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And not everyone thinks like you. The world would be a boring place if everyone had identical thoughts. Besides, this page is just a wishing well for Intuit users to think that Intuit actually listens to its users. The odds of them changing anything because of your post is pretty much non-existent. Other folks have posted the similar wish list over the years and as you can see, it still hasn't happened.
Slava Ukraini!
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I get that, but one of my ideas just went up for voting. We have no other outlet. I wish we did. I'm just a preparer out here trying to give my clients the best service I can in the most efficient way possible.
If you are unhappy maybe you are the one that needs to look elsewhere versus being a bully in the tax forum
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I use ProSeries. I'm happy. I was just pointing out the realty of your issue. If it makes you feel better to call me a bully for speaking the truth, knock yourself out.
Slava Ukraini!
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Check your delivery of what you say. I have nothing more to say to you.
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@tfoti How many people have you helped here?
vs How many people IRonMan has helped, me included.
And he is not a bully. He is one of the nicest people around.
What he said was true. Sorry you don't like truth.
The more I know the more I don’t know.
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If you agree with his *** comment to me, when I was just simply asking for an improvement, minding my own business, wanting to do the right thing, then I have nothing else to say to you either.
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Susan - welcome to the new club. No dues or fees required, you just have to be on the “no talk to list.”😀
Slava Ukraini!
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That works for me Jeff.
The more I know the more I don’t know.
