Topics started by Adrian C Mathews

2 Discussions

A
Beginner
Adrian C MathewsBeginner
asked in Ask a Peer

Security over client tasks

Any ideas when client tasks will be made secure agian?The “magic link” is magic for anyone who has hacked into a client’s email account and wants unfetted access to the contents of a list.  They can magically open and see any sensitive information we send them and see anything typed into the fields by a client that has not yet been completed.At least the old PIN system provided some protection.As far as I can see at the moment, we can no longer ask clients for sensitive information through the client tasks functions.I’d love to hear that I’m wrong.

2
Jana
Rising Star
7 months ago
A
Beginner
Adrian C MathewsBeginner
asked in Ask a Peer

Client Tasks - notifications to clients and printing for workpapers

I use Client Tasks for customised tax return and account preparation checklists, however:When we reply to client queries through the comments, the client receives a notification which takes them into the whole checklist.  Numerous clients have complained that they must click through every checklist item to find which item we have replied to, which is time consuming and annoying.  Clearly this renders the discussion capacity of Client Tasks practically useless due to the poor client experience, and forces us to call or email instead of replying within the relevant items, which is clearly counterproductive. We are unable to print the list of items with client responses and discussion visible in Client Task for our workpapers.In my view, without the ability for clients to be taken to the comments make and respond efficiently, and without the ability to print full checklists with discussions, Client Tasks is not finished.I’ve invested countless hours into creating various client checklists

13
max
Sr. Karbon Community Guide
2 years ago

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