Completed
Allow Editing for "Send Files" Phrasing
On the main client portal dashboard, it says "Send Files to CPA." Every tax preparer in our office is an EA, not a CPA, so this wording is inaccurate for our firm and we don't feel comfortable using this phrasing. Please allow for editing or advise of a workaround. Thank you!
Comments
Hi Alexandra! Thank you for this feedback. We can definitely see how this verbiage does not include the various tax professionals who work at a CPA firm. I have entered an official request to edit this message and will also have it brought directly to our product team's attention for further review. If you'd like an update on the status of this request in the future, you can submit an update request to support@safesend.com referencing VSTS 258781 and we can advise on any updates at the time.
Good morning. We have updated this verbiage to Send Files to Firm. Thank you for providing this valuable feedback! Happy Holidays.
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