Client Document Upload to Safe Send Organizer

After a client uploads a tax document to us, they do not get a notification that their upload was successful; therefore we are receiving multiple copies of the same item.  Is there a way you can add a "successful upload" pop up after they have uploaded files? 

Another request would be to get a warning about uploading a duplicate file so they know they have uploaded already?



  • Official comment

    Thank you, Sharon. I will forward this to our development team for consideration. 

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  • This is a great suggestion!  I would add that they should be able to view the documents prior to uploading so they can verify they attached the correct forms.

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