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Clients should both have access to the tax file and be able to upload their own documents. Spouses complain constantly that entering the side with the Taxpayer'...
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The process to un-invite and re-invite a client erase all the documents needed to complete their tax return. Clients change work and personal email all the time...
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I would like to see this feature added. Clients need a "signed tax return." If I sign 400 returns that have a state signature as well, then I have signed 800 re...
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If a client sells a home and has a Closing Statement or other information that was not need in a previous year, there is no "Other Documents" box to upload docu...
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This issue was never resolved, and filing on paper is not a valid solution, so I had to make several overrides to make the return calculate properly. Next tax s...
