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Payments Paid Button

Is there anything in the works that will allow the client to mark their payments as paid in SafeSend?

 

It would be great if when the client marks their payments as paid in TaxCaddy, SafeSend allows is updated for those clients that have active TaxCaddy accounts.

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Comments

2 comments
  • Official comment

    Sarah, 

    Thank you for the suggestion. We hope to include this feature in the new Taxpayer Experience coming this fall. 

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  • Hello Sarah,

    Thank you so much for this suggestion!  This has been implemented in our program.  If you have any other suggestions please don't hesitate to reach out!

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