Two questions:
- How is everyone handling it when clients want to send you something they received that should be received via checklist (sensitive information is in the documents)?
- Some seem to get annoyed to have to ask for us to send a checklist to upload the document to.
- We have been on Karbon for a year now and clients don’t like not have all of their documents organized and easy to find. They also don’t like that the historical documents aren’t in Karbon (i.e. prior year returns). They don’t want to scroll through checklists to find the documents they need. How are you handling this?