Client View or Walk-Through - SafeSend Signatures
I’d love to have the ability to preview the client-facing message and walk-through—similar to the “Taxpayer Preview” we use for returns. This would help us confirm that signature options are functioning properly and evaluate whether the placement of elements like radio buttons could be improved.
Right now, the only way to check this is by sending a test to ourselves first. It would be incredibly helpful to have a viewable walk-through that mirrors the client’s experience before sending. Ideally, we’d also be able to access that same client view after the message has been sent, so we can review the final version as they see it.
Comments
Agreed! A "Taxpayer Preview" option for all SafeSend offerings would be very helpful.
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