It is the best automated questionnaire I can use and tweak. This takes a lot of chasing up out of my hands. The help manuals are great, and the staff I speak to are amazing. The turnaround time is great, and it allows a great trail of communication history. Review collected by and hosted on G2.com.
Of course it is a work in progress. I am happy to make suggestions/feedback as I go. The only thing that I would like to see is bulk update of due dates/reminders after 100 days overdue (with ability to retain original due date). Currently am manually updating each one with a new reminder message.
I would like to see an audit trail for the request - like how many sent/reminders before it was completed? As a tax accountant, itt would be good for audit purposes in case the ATO pinged late lodgement on me that I did all I possibly could to send reminders to clients about the information being due. Additionally, it would be good to know if a client picked up the request to read it vs when they actioned it.
It would be great if we can also delete/hide the other templates that have been preloaded that we are not using. Review collected by and hosted on G2.com.
