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JennyJ
Level 3
Activity Feed
  • Does anyone use E-signatures for their own firm's engagement letters?We have over 800 clients to send Engagement letters too and we have been shown how to uploa...
    JennyJ
    1
    Jan 16, 2026
  • I know it's not included in our package. It is $2200 some for unlimited or $14 for 2023 or $15 for 2024 per usage.
    JennyJ
    Nov 29, 2024
  • We are considering using Scan to Import. Anyone use it and what is your experience? Like, don't like, draw backs?? The chatter in the community I see is quite o...
    JennyJ
    5
    Nov 29, 2024
  • I am talking about in the data input screen 1 under taxpayer and spouse contact information
    JennyJ
    2
    Feb 06, 2024
  • This may be a petty thing but why in the world do the dashes not stay when I put them in for telephone numbers in the client info screen. 262-222-2222 I add the...
    JennyJ
    8
    Feb 06, 2024
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Member Since ‎01-07-2020
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