Tax Return Tracker
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Jennifer Rodriguez
Allow clients to see the status of their tax return in their client portal so that they don't email us a million times about the status. Should go Planning, Needs More Info, In Review, Filed, E-File Accepted. It will prompt them to see the status and if it says need more info, they're already in their portal so they can upload the necessary documents
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Katie Helle
Jennifer Rodriguez you can share the tags with clients which can let them know the status of the project. For instance you can do "info received", "in preparation" "waiting for client" etc. This is what I use for them to see where things are at.
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Jennifer Rodriguez
Katie Helle I'm using the tags for now in the meantime, but would love a visual tracker that shows in the client portal, kind of like a domino's tracker