Posts – SafeSend Help Center

Failed KBA - Failure lockout after 1 attempt - IRS allows 3

Brandon Farmand October 15, 2024 13:43 Answered

2 votes 3 comments
SafeSend insights to client returns

Leo Liu October 11, 2024 18:48

1 vote 0 comments
In-Office Signing for Non-Tax Returns

Austin Schlatter October 09, 2024 21:00

2 votes 0 comments
SafeSend Organizer - client comments

Sherry Sergeant October 09, 2024 19:48

1 vote 0 comments
Ultratax Engagement Letters & Bank Account Verifications

Bradley Booms October 09, 2024 15:38 Answered

1 vote 1 comment
Transmittals tab to show all payments & refunds

Gina Guggenbiller October 01, 2024 15:42 Answered

3 votes 2 comments
Group Returns Controller View

Nanette Pennetta October 01, 2024 15:24 Answered

1 vote 1 comment
Group Returns - Delegate Signing Reminder

Nanette Pennetta September 24, 2024 14:50 Answered

6 votes 2 comments
Safe Send Returns - Delayed Delivery

Trent Wolfe September 18, 2024 18:49 Answered

6 votes 3 comments
SS Gather - Custom Questions Description Blocks

Tasha Arnold September 18, 2024 16:21 Answered

0 votes 1 comment
Organizer - Source Documents "Downloaded by" should include API retrieved

Katie Olson September 17, 2024 19:09 Answered

7 votes 2 comments
Grouped returns - adding office location

Sarah Baggett September 17, 2024 18:51 Answered

3 votes 1 comment
SS Returns - Reminders

Nanette Pennetta September 16, 2024 20:32 Answered

8 votes 3 comments
SS Returns - Instructions and Amounts from Transmittal Letter

Brittany Sharpe September 16, 2024 11:28 Answered

1 vote 2 comments
Organizer settings for Gather - Is Classic a possiblity?

Alison Bentley September 04, 2024 23:28

2 votes 1 comment
DRL from Gather

Tasha Arnold August 29, 2024 14:58 Completed

4 votes 2 comments
Organizers Report - Need Column for Source Document Reminder Date

Vicki Cap August 27, 2024 18:38 Answered

4 votes 1 comment
SafeSend Signatures - Two Enhancement Requests

Valerie Souto August 23, 2024 15:00 Answered

2 votes 2 comments
Archive Shut-Off

Alyssa Thomson August 22, 2024 19:22 Answered

4 votes 1 comment
Extensions - Support 1120-REIT

Nanette Pennetta August 22, 2024 14:10 Answered

1 vote 1 comment
Signatures - Identify document to client in completed E-mail Notifications

Alison Bentley August 22, 2024 01:58 Answered

5 votes 2 comments
Document Request List - Exchange - Send to multiple people

Kristen Elmore August 21, 2024 19:40 Completed

2 votes 1 comment
SafeSend Signatures - Preview sent document

Mandy Burton August 21, 2024 15:45 Answered

6 votes 1 comment
SafeSend Exchange Folders

Boris Fernandez August 21, 2024 14:31 Answered

1 vote 1 comment
Questionnaire/Custom Questions in Gather

Alison Bentley August 21, 2024 00:47 Answered

6 votes 2 comments
Entites in Gather

Alison Bentley August 20, 2024 19:42 Answered

6 votes 1 comment
TicTie Calculate Bookmark Tools

Cindy Owens August 16, 2024 19:19

0 votes 0 comments
Correct document sent in Signatures

Cindy Owens August 16, 2024 19:12 Answered

7 votes 3 comments
Reposting - New TTC Version 6.0.X

Stephen Gintz August 15, 2024 15:40

1 vote 1 comment
TicTie Calculate Version 6 - File Storage Program Conflicts

Stephen Gintz August 15, 2024 14:25 Planned

1 vote 2 comments