Ability to check off received/uploaded documents as 'saved' when they come in.  Not all documents get uploaded at the same time/date, so it helps to identify when new documents have been received.

I'd love to have the ability to mark a document uploaded by client as either accepted or wrong document.  This is something that I'm running in to, even through they named the document correctly it's not the correct one.

It would be extremely helpful if the Client Uploads section within Reports allowed us to mark each document in some way. Whether it is "reviewed" or "not reviewed" or whatever setup makes sens. I just want to be able to navigate to this client uploads section and look up the client and print all their documents at the same time. Like boxes on each line to select the documents you want to open or at least mark them reviewed or not reviewed. This is because clients for tax season will upload bits and pieces of their documents if the system worked in this way, I would be saving massive amounts of time. Hope this makes sense and if anybody has questions I would be happy to discuss. Thank you for all you guys do!

Have a check box so a member of the team that has printed or worked with the document can check it off and remove it from the list so we avoid duplication of the work.