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I signed up, and was expecting a very different workflow. IMO, asking me to upload my tax documents without having chosen a tax professional feels backwards.
by ryanhuff 16y ago
I signed up, and was expecting a very different workflow.
IMO, asking me to upload my tax documents without having chosen a tax professional feels backwards. I want to know who is going to be looking at my tax documents. The way things work now, it feels like I'm sending my docs up for bidding. I'm sure that's not what is going on, but that's the perception.
Perhaps some general questions up front to help properly route the customer to the right tax professional, then allow for a match, and then finally, once the customer is paired with a tax professional, present the rest of the features.
- SriniK 16y agoYea, please don't upload until tax agent is finalized and you feel good to go. Coding point of view, we should have created a wizard kinda flow. Will fix it in next revision. Thanks.