Current Experience:

Clients frequently need a reminder to complete their 8879 forms or pay their final invoice. Currently, there is no way for advisors to resend these items directly from the portal.

The current workaround requires the advisor to copy the task or invoice link and send it to the client manually via email. Advisors also often reach out to the Concierge team to ask us to resend these items on their behalf.

Requested Enhancement:

Add a "Send Reminder" button next to 8879 forms and final invoices in the portal that allows advisors to send a reminder directly to the client with one click.

8879 Reminder Messaging:

The 8879 reminder should clearly communicate the urgency of completing the signature. The current reminder language simply states that the client has "tasks to complete," which doesn't make it clear that the tax return cannot be filed until the required signatures are completed.

The reminder should instead include clear language such as:

Your tax return cannot be filed until you complete and sign the required 8879 form. Please complete this task as soon as possible to avoid delaying the filing of your return.

Why This Would Help:

Saves advisors time by eliminating the need to copy and email links manually.

Reduces requests to the Concierge team to resend items.

Makes it easier for advisors to follow up with clients when action is still needed.

Creates a more efficient and seamless client experience.

Clearly communicates the importance of completing the 8879 and helps prevent filing delays.

Desired Outcome:

Advisors should be able to quickly click "Send Reminder" next to an outstanding 8879 form or final invoice, triggering a clear, appropriately worded reminder directly to the client without needing to manually copy and send the link.