Settings and activity
3 results found
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2 votes
Hey Lynette 🙂
Thanks for sharing this idea — I can see why having a field for Trustees’ IRD numbers under Additional Contacts would be helpful when preparing trust tax returns, especially now that all trustees’ IRD numbers are required.
We’re moving this idea to Gaining Support so we can better understand how many practices would benefit from this and the different workflows involved.
Now all that's needed is to share the Idea with your colleagues and friends so they can Vote and Comment!
Lynette Gray
shared this idea
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124 votes
Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.
We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.
We'll be sure to keep you updated on any progress.
Lynette Gray
supported this idea
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An error occurred while saving the comment -
20 votes
An error occurred while saving the comment Lynette Gray
commented
Why does the client receive an email when you cancel a document pack? Crazy, surely you can add a delete option and/or an archived option please.
Lynette Gray
supported this idea
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If one sends a document pack and the client cannot open it for signing for some reason, we then need to send it a different way and the document sits on our list with 'sent'. The only option is to cancel which then sends an email off to the client and they then contact us asking why is has been cancelled. It would be great to have a 'delete document pack' option.
Also a typo error in the email will not inform you that it has not been sent to the recipient and no way to correct it on the document pack once it has been partially signed.