Had a client partically complete a question that is pretty extensive and now he says he cannot get back to it.

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    1TaxGuru
    Asked on June 17, 2019 at 12:41 PM
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    Richie_P
    Answered on June 17, 2019 at 02:26 PM

    We do apologize for the inconvenience.

    Can you please share to us the form in question?

    To clarify, the form was submitted already and your user would like to edit the submission?

    Or have you setup your form to save and continue but the URL link to the session is not working correctly?


    We will wait for your response.

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    1TaxGuru
    Answered on June 17, 2019 at 02:43 PM
    Tax Planning Questionnaire. It is a very extensive document. The client Lonnie Carmichael said he got through 66% of it and can no longer get back to it.
    Thank you for your business,
    [cid:image001.jpg@01D52500.26A876A0]
    Stephan H. Brewer, CPA, CTRS, JSM Tax, “The Taxman”
    Managing Member, Legacy Tax & Resolution Services, LLC
    Managing Member, hesthetaxman.com
    President, Audit Alarm, Inc
    Fellow, National Tax Practice Institute
    Certified Tax Resolution Specialist, American Society Tax Problem Solvers
    Text 888-750-4054












    ...
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    Richie_P
    Answered on June 17, 2019 at 04:03 PM

    I have checked your autoresponder and it seems you're using the link to your form builder and not the Form URL.

    The correct URL would be https://www.jotform.com/90113548617153?session={email}

    However, it seems your users are able to continue with the form using that link.

    To clarify, the autoresponder link your user receive will not redirect the user to his form?

    Do note that forms sessions that are pending for more than 3 months will be automatically deleted.

    Guide:https://www.jotform.com/help/97-How-to-Save-Forms-and-Continue-Later

    If possible, can you please share the session with URL the user is using to fill the form?

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    1TaxGuru
    Answered on June 17, 2019 at 06:43 PM
    Can I get on the phone with someone to be able to solve this problem
    Thank you for your business,
    [cid:image009.jpg@01D52521.51A676B0]
    Stephan H. Brewer, CPA, CTRS, JSM Tax, “The Taxman”
    Managing Member, Legacy Tax & Resolution Services, LLC
    Managing Member, hesthetaxman.com
    President, Audit Alarm, Inc
    Fellow, National Tax Practice Institute
    Certified Tax Resolution Specialist, American Society Tax Problem Solvers
    Text 888-750-4054












    ...
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    Richie_P
    Answered on June 17, 2019 at 10:21 PM

    Unfortunately, we don't have phone support. However, we would gladly assist you via this thread.

    If possible, can you please share to us the autoresponder email used to forward the session?

    Kindly check this guide in setting up the save and continue feature.

    Guide:https://www.jotform.com/help/97-How-to-Save-Forms-and-Continue-Later