
L
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Latest activity by L-
L commented, The client should have the ability to chose if the code goes to their email or their phone number.
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L commented, This needs to be updated as this is a big inconvenience. Many clients accidently enter the wrong phone number and then cannot proceed through the signing process.
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L commented, This needs to be updated as this is a big inconvenience. Many clients choose this option on accident then spend time calling us and we have to spend additional time updating the signature method.
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L created a post, AnsweredAdd the client’s name to the “thank you for your payment email”
We receive payment confirmation emails but there is no way to tell what client the payment is related to. We need to know which taxpayer and spouse the payment confirmation is related to. It is ver...