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2023 Tax Organizers
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ccantrell
Level 2
01-01-2024
10:09 AM
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Has anyone sent their 2023 electronic organizers to clients yet? We did a couple of test emails and when the client clicks the "ACCEPT" link, he gets an error message.
Also, how you are all sending the PDF prior year worksheets to clients? Email through ProConnect? Can you send them in batch?
Any input is appreciated. Happy New Year.
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neverpaytaxes
Level 1
01-03-2024
12:40 PM
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They have to ignore the big obvious space to enter their email address and look for the little hidden link that says create an account.
I just came on here to complain about this. Losing leads because "it's too complicated." Even doing screenshots or a video how to get in like you'll see from a bunch of firms online, it's too much friction and people will walk.
