Posts – SafeSend Help Center

Adding "Signing Completed Date to Delivered Returns

Kristina Croskey July 11, 2024 15:44 Answered

13 votes 2 comments
SafeSend Extensions - Review vs Sign Button

Katelyn Roy July 10, 2024 15:32 Answered

4 votes 1 comment
SS Returns & SS Extensions-Add Note Option to Actions

Nanette Pennetta July 09, 2024 20:26 Answered

4 votes 1 comment
SafeSend Organizers Open/Close button.

Aaron Rider July 08, 2024 19:07 Answered

7 votes 1 comment
Group Returns K-1 Distribution Tracking

Lavonda Taylor July 08, 2024 16:45 Answered

5 votes 1 comment
Auto-population of e-mail addresses in SafeSend Signatures

Alison Bentley June 26, 2024 16:40 Answered

16 votes 1 comment
Allow Clients to Turn Off Reminders

Kristina Croskey June 26, 2024 13:51 Answered

28 votes 6 comments
Multiple Enhancements Requested for TTC V5.0

Jessi Eghtedari June 25, 2024 18:49 Answered

2 votes 2 comments
New feature that automatically adds comments

Steve Trojan June 20, 2024 14:19 Completed

0 votes 5 comments
Organizer Complete Auto-Generated Email

Ashley Grant June 19, 2024 20:59 Answered

12 votes 2 comments
Document Request Lists "Submit Request" Button

Marty Farnham June 11, 2024 15:53 Answered

2 votes 1 comment
SS Organizers for 1041s & Custom Questions

Krystina Czuczak May 22, 2024 18:54 Answered

3 votes 1 comment
TicTie Calculate Version 5.0.25 - Official Release

Andrew VanVladricken May 08, 2024 12:14

0 votes 0 comments
SafeSend Returns - make link able to access multiple years of tax returns

Susan McIlvaine May 06, 2024 19:38 Answered

22 votes 6 comments
April 27th 2024 Product News for the SafeSend Suite

Andrew VanVladricken April 27, 2024 07:38

0 votes 0 comments
SafeSend Exchange - add client name or file name to subject line for email download notifications

Jerry Davis April 17, 2024 16:12 Answered

5 votes 1 comment
Ability to use Safesend for state returns only

Lacy Bender April 17, 2024 15:45 Answered

8 votes 4 comments
Organizer - Do Not Allow Pictures of Documents

Nanette Pennetta April 16, 2024 22:00 Answered

29 votes 13 comments
Organizer - Note to clients not to upload duplicate copies

Nanette Pennetta April 16, 2024 21:56 Answered

8 votes 3 comments
System Generated Emails - Add Name of Client

Nanette Pennetta April 16, 2024 21:46 Answered

4 votes 3 comments
Extensions - Ability to Group Extensions

Nanette Pennetta April 16, 2024 21:40 Answered

2 votes 1 comment
Multiple recipients for groups

Sherry Sergeant April 12, 2024 12:10 Answered

11 votes 3 comments
SafeSend Organizers Client Tracking Reporting

Roxanne Zetzman March 26, 2024 22:42 Answered

5 votes 3 comments
Window for Returns/Extensions Saved Message is too small for Client

Jennifer Epstein March 26, 2024 15:19 Answered

3 votes 2 comments
SafeSend - Client View - Download Docs

Nick DeMarco March 25, 2024 21:33 Answered

6 votes 5 comments
Increase the time-out restriction

Mary Woodward March 24, 2024 19:12 Answered

5 votes 1 comment
SafeSend Exchange - Details of Sent Documents

Alexandra Lal March 23, 2024 20:08 Answered

9 votes 3 comments
Please add QuickBooks file types as supported files for SafeSend Returns Attachments

Kelsay Bartlett March 12, 2024 16:58 Answered

9 votes 3 comments
Large Tax Returns

Gina Willhite March 01, 2024 19:28 Answered

0 votes 1 comment
SafeSend Returns - K-1 File Path Too Long

Annie M. February 29, 2024 20:43 Answered

0 votes 0 comments

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