Blog Detail

Customer Portal Enhancement: Add notification when documents are signed

20 Sep 22
Kim Manuel
No Comments

The volunteer that prepared the return and the volunteers who can see all returns will see a notification when the taxpayer and/or spouse has signed the tax documents made available to them.

This is from the taxpayers view

 

The user that prepared the return and any users that have the ability to see all returns will see a chat/message notification

 

In this instance there are two unread messages because both taxpayer and spouse signed the tax document.

The volunteer will select the unread message(s) – Note we will be adding more clarification around which taxpayer the chat/message belongs to.

 

 

 

The chat history will display the messaging that the documents have been signed.

Print Article