New Workpapers - Send out client questionnaire/queries
Will there be the ability to send out a questionnaire of all the items needed and answers to questions that the client then submits back to signal the start of the annual reports, like there currently is with the old workpapers? This is important so we can keep it all, including their responses within the workpapers rather then having to do a manual checklist to send to them.
Also, the ability to send this process in bulk to many clients with the same balance date is a must to be efficient with time - it used to be available in the old workpapers but doesn't seem to work now! Thanks!!
Jennifer Hewitt
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