Engagement file uploads should be saved in folders with appropriate tax year and category
complete
Tariq Soliman
Engagement file uploads should be saved in folders with appropriate tax year and upload category.
Samantha & Mark suggested that the client upload folder show the clients past year uploads so they have an idea of their inventory without a touch point needed
(Example: Log in and see what the name of the documents uploaded in 2023 was in the next spring busy season (same with fall busy season to fall for K-1s that are late))
Lauren LaVan
updated the status to
complete
Hi everyone - Excited to share that we've released additional filters and categories on the files found on the taxpayer and engagement pages that will allow for easier discovery and comparison of files that have been uploaded to that tax year's engagement versus files that have been uploaded for prior years. Keep your eye out for this month's release notes as we'll take a deep dive into these changes. You can also reference the help center article: https://help.harnesswealth.com/client-file-upload-organization
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Lauren LaVan
updated the status to
in progress
Lauren LaVan
Merged in a post:
Ability to organize shared documents
E
Elton LaVan
I would like the ability to organize and/or sort the files that I've uploaded and those that have been shared with me.
Dwight Clancy
Merged in a post:
Year over Year folders
Tariq Soliman
Year over year folders to indicate PY uploads would reduce a lot of time in the document collection phase
That and/or getting the PY account # and name into the organizer (mirroring CCH checklist form but one page)
Dwight Clancy
Merged in a post:
Ability to organize files in folders
Kelley Maddox
Is there anyway to add folders to the client documents for organization?
Dwight Clancy
updated the status to
under review
Dwight Clancy
Merged in a post:
Harness Document Management System
Tariq Soliman
Feedback From Nick to have Portal also serve as year over year document management system with folders and easy sharing with clients (particular entity clients with financials, sales tax, payroll, etc).
The proposal is something under the lines of the following to be prioritized for future busy seasons:
Entities and complex individuals with a lot there documents wise, they need to rely on a permanent document storage portal through Harness they have access to, it would give them clarity, and make it easy every year.
File upload, then give attributes that can link to Google Drive on the uploads so it is more streamlined and automatic (remove user error)
Database that syncs with Google Drive for Advisors, and shows clients their documents within the portal or through a separate database with mirrored folders