Answered
Moving Pages in SafeSend Returns - Feature request
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Gina Willhite I request that we be able to move pages to the "Additional E-Sign Documents" tab in SafeSend Returns. Sometimes my CPA's don't realize that an engagement letter is in the return (for corporate returns) and I'd like to be able to just move it where it should go, but it's not an option. Instead, I have to delete the pages and then go into Ultra Tax, print the engagement to a PDF and then drag and drop. Not very efficient.
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Comments
Hi Gina,
You do have the option to move the form to the E-Sign Documents section, although we don't necessarily recommend this since it does not technically fall under that category.
Many of our firms have changed their internal processes to proactively print the engagement letters and manually upload them into the additional e-sign documents, or send them in batches via Mail Merge/Signatures. This is entirely your firm's preference!
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