RELATED IDEAS
Automated Reminders for canned email messages
To be able to set up automated reminders for specific emails not related to accounts records requests.
To be able to set up automated reminders for specific emails not related to accounts records requests.
Just to add - currently for B1 annual return forms, e-signing is not an option as the CRO requires a wet signature so when we upload accounts to the client portal, there is no reminder available for the client to return this form as there is for e-signing. Can we get some sort of automated reminder that would cover this scenario.