Client Approval Option
M
Miller Wallace
I would like to the ability to have as an option for a client to 'Approve or Deny' ... there are options for request documents or sending documents or asking a question.. but I frequently have to request approval for certain tasks and it would be helpful to have as an option.
Log In
E
Erica Filson
We have clients approve their tax return before issuing the 8879. This way we know that they have reviewed it and are ready for signature. This also helps combat the need to add anything additional later one when we can show that they acknowledged everything was in. Moving from TaxDome, it was an approve or disapprove and if they disapproved, it would allow the client to state what changes needed to be made.
Amanda Aparicio
Miller Wallace and/or Tiffany Bastian, what are you imaging on the client side? For example, is there something you need them to look at to first approve? (so we would need to show them a link with "Approve/Deny" buttons) Or is it more like you want to be able to ask a question with the options for Approve/Deny? Could you give me an example?
J
Jayme Shatto
Amanda Aparicio I am not sure what they are looking for but for myself and my coworkers, as a tax firm we are looking for the ability to have the client approve or deny the tax return before asking them to sign anything
M
Miller Wallace
Amanda Aparicio Here is an example as it relates to an approval we have to get from some of our clients. These clients have more nuanced payrolls which is why we get approval before submitting. I would envision the client being able to view a PDF of the payroll summary and click Approve or Deny. If denied, there would be a text area to describe the reason or any changes requested. Additionally, the approval date/time stamp would need to be captured for documentation purposes. Tax returns would also be an example where Approve or Deny would be beneficial among other client tasks.
T
Tiffany Bastian
Amanda Aparicio We send payroll numbers that we need them to approve, and we send over tax returns for them to review and approve versus just checkint the task off. I would love to be able to attach a doc maybe even have a description like client tasks do now but the option for check box or approve.deny button - does that make sense>
T
Tiffany Bastian
This would be so useful for payroll etc.. right now they get confused they have to check off the task to approve it