Ability to delete advisor uploads
complete
Neil Johnson
Clients will sometimes upload duplicate documents which I would like to remove from the portal to get rid of the clutter. I would also like to delete items I've uploaded as well. There are times when I make a revision to a tax return and want to remove the replaced version. It would also be helpful to rename client uploads to something useful.
Lena Malkhasian
updated the status to
complete
Hi all - Happy Friday!
Thank you for your patience on this. You can now delete files that you have uploaded yourself to the Client Portal. We hope this helps mitigate issues with files uploaded in error during busy season.
-Lena
Dwight Clancy
updated the status to
in progress
Dwight Clancy
Merged in a post:
Ability to delete files
Tariq Soliman
Client uploaded twice, or you need to upload a new return easily without having to bug CS for these needs late night
Wants the ability to streamline the approach
Dwight Clancy
Merged in a post:
Delete Advisors Uploads/Rename Client Uploads
Neil Johnson
This is a serious problem. Advisor uploads completed tax returns. Client is like BTW, we moved, changed banks, etc. Advisors need the ability to delete previous loads. Seriously, this not an ask. IT IS NECESSARY.
Dwight Clancy
updated the status to
under review