Posts – SafeSend Help Center

Notification emails re: clients uploading source docs

Gina Willhite January 23, 2024 14:04 Answered

0 votes 1 comment
7216 Consent Letters

Lacy Bender January 23, 2024 01:20 Answered

3 votes 1 comment
SafeSend Exchange Drop-Off Links providing "recipient" info instead of "sender" info

Jeff January 22, 2024 18:49 Answered

0 votes 1 comment
January 20th 2024 Product News for the SafeSend Suite

Andrew VanVladricken January 20, 2024 13:18

0 votes 2 comments
Email me when files are downloaded should be a user option for Exchange

Tonia Vermilye January 19, 2024 19:45 Completed

0 votes 1 comment
Exchange Outlook plug in "keep me signed in" doesn't work in terminal server environment

Tonia Vermilye January 19, 2024 19:42 Answered

0 votes 1 comment
Out of office reply for SafeSend Exchange upload documents

Tonia Vermilye January 19, 2024 19:40 Answered

2 votes 1 comment
Add option for Exchange Support Contact to be the sender

Tonia Vermilye January 19, 2024 19:36 Answered

0 votes 2 comments
SafeSend Exchange remember Q&A Answers

Tonia Vermilye January 19, 2024 19:32 Completed

1 vote 1 comment
SafeSend Exchange - Retention Periods

Annie M. January 17, 2024 21:51 Planned

0 votes 0 comments
Downloading and Decrypting Multiple Signatures Documents

Brooke Potts January 16, 2024 21:49

1 vote 1 comment
Allow NYS Pass-through Entity Tax to Estimated Payments Section in Custom Authorities

Mike Yanus January 16, 2024 20:32 Answered

4 votes 1 comment
Feature Request: SafeSend Signature Templates

Max Ducharme January 15, 2024 20:32 Answered

9 votes 6 comments
Add ability to forward Exchange messages from Delegated Mailbox

Matt Boehm January 12, 2024 16:39 Answered

1 vote 1 comment
Moving Pages in SafeSend Returns - Feature request

Gina Willhite January 12, 2024 15:34 Answered

2 votes 1 comment
SafeSend Exchange Email Delivery Tracking

Rebecca January 12, 2024 15:03 Answered

9 votes 3 comments
Issue Printing Organizers from UltraTax

Dawn Anderson January 11, 2024 00:48 Answered

0 votes 2 comments
Voucher Reminders - multiple recipients

Sherry Sergeant January 10, 2024 21:08 Answered

8 votes 6 comments
Client view bookmarks on returns

Catherine Budinger January 10, 2024 16:42 Answered

1 vote 4 comments
SafeSend Exchange Mobile Upload

Austin Schlatter January 09, 2024 16:11 Planned

4 votes 1 comment
Include DRL as part of Delegated Inboxes

Stephanie Brown January 05, 2024 18:57 Answered

3 votes 1 comment
Request for Sent Items Message History to include Answer to Security Question

Jeff December 21, 2023 22:12 Answered

1 vote 3 comments
December 15th 2023 Product News for the SafeSend Suite

Andrew VanVladricken December 15, 2023 12:58

0 votes 0 comments
UltraTax Organizer - "Prior Year Information" Column

Carissa Navarrete December 11, 2023 18:48 Answered

2 votes 2 comments
TicTie Calculate Version 5.0.22 - Official Release

Andrew VanVladricken December 08, 2023 13:27

0 votes 0 comments
Invoice Reminders

Marty Farnham November 30, 2023 19:50 Answered

3 votes 3 comments
Guide updates for Lacerte Integration?

Marty Farnham November 15, 2023 15:57 Answered

1 vote 1 comment
In person signatures

Scott Stabb October 31, 2023 13:43 Answered

0 votes 1 comment
Overpayment - Applied Penalty

Sara Barrett October 27, 2023 19:33 Answered

5 votes 2 comments
October 27th 2023 Product News for the SafeSend Suite

Andrew VanVladricken October 27, 2023 05:41

0 votes 0 comments

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