Organizers: Preview documents instead of downloading and/or allow for copying to Client Files
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Heather Rodriguez
I am testing the Client Organizers, I see how the client can attach their tax docs to the organizer. It would be great if when we click on the docs after submission it does not download but just opens in a preview mode. I am also trying to figure out how I can move those files to the client document files.
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Amanda Birch
Being able to preview documents instead of downloading would be hugely beneficial (time savings!), also having something to indicate which question they are from, AI renaming, TAGS etc. like documents uploaded everywhere else.
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Jennifer Rodriguez
I see that having the ability to print the workpapers are in the works. Once that's done, it should also automatically save in the client's folder. this way, we save a step from having to download, save, and then reupload. we can also have the client see the workpaper if necessary if they had a question with how we prepared the tax return and they can see the workpaper themselves on the answers they provided.
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Sarah Collins
We also would like the ability to bulk download uploaded documents instead of one at a time.
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Amanda Ethier
For Canadian users - a SIN field rather than SSN would be much appreciated
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Patti Hartline
The 1040 should have the option to include Schedule C information in the organizer
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Patti Hartline
Ability to edit the organizer so that we can remove questions - ie if I have been doing the return for years, I don't need the client to upload the EIN letter.
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Patti Hartline
For the Business organizers, specific to 1099-NECs and W2s. We have many clients that we already have the W2s and 1099s because we access their payroll company records or we process their 1099s. Need an option for the client to not have to upload these documents. Possible even a sub question that asks if we already have on file.
Amanda Aparicio
Patti Hartline: For the built-in templates, you can actually duplicate them and then edit them for your specific use case! Those built-in templates are really just a jumping off point 😁
Autopilot
Merged in a post:
Client Organizer beta feedback
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Jorge Rivera
- Need a way to print a complete organizer that a client has submitted. Right-clicking to print does not capture the entire organizer (only the screen)
- Any plans for clients that have more than 4 W-2s or 3 rental properties?
- Maybe add a note to organizer sections that extra forms can get pinned to miscellaneous section
- If Financial Cents hasn't been opened on client's computer in a while, will they need to re-authenticate their computer before proceeding with filing out the organizer?
- Letting a client submit a partially filled out organizer needs to be an option. Some forms don't come early in tax season, but clients should have option to send what they have asap
- Accidentally answering a question yes (which requires an attachment) stops clients from submitting non-complete organizers. This needs to be fixed or simply give client option to submit partial organizer
- I found my error during testing, but clients won't make the connection on which question they answered incorrectly that triggered the attachment requirement
- Let clients check a box to get reminders on items they couldn't upload at the time they submitted organizer.
- If the missing items could be generated automatically based on organizer responses, that would be even better.