This update brings exciting new features and enhancements including:
E-Signatures. An integrated IRS compliant solution for requesting, collecting, and automating the 8879 process. This isn't just a third party application thrown together but a carefully planned workflow that makes it easy to use for both you and your clients. You can launch E-Signature in the Batch Actions or in the Document Details Icon.
Batch Actions. Our most requested Update! We now have a solution for quickly organizing incoming documents. In the Document Grid you can print or tag a selected group of documents with just a few clicks. The "Batch Actions - Print Selected" merges the checked documents into a single PDF that can be viewed or printed. Both of these functions save time and make document management in 1040Bridge a breeze.
Request Bridge - We fixed some minor bugs and greatly improved the functions for setting Recurring Requests. Now you can create Requests on the fly in the Client - More Actions button. Easily include a Document in the Request by using the Batch Actions or the Document Details Icon next to the document. Are you constantly chasing clients for missing information? Relax and let us do it for you! Request Bridge automates reminders and "to-do lists".
Employee Center- Firm Admins - note that we moved the Employee Management Functions to the Account Settings to allow for E-Sign reports.
Document Details Icon- We added a new tab in the Document Details Icon simply called "Actions" from here you can attach the document to request, launch the E-sign App and coming soon launch a workflow or send a fax.
RoadMap - Our roadmap for 1040Bridge is growing and we are working on a free appointment scheduling plugin for your websites and a workflow solution. We are constantly improving and are eager to implement any ideas of feature requests. Bring Them!
