Posts – SafeSend Help Center

SafeSend Exchange Drop Off Link Default User

Elizabeth Brooks February 24, 2023 15:04 Answered

5 votes 2 comments
Organizers - put Finish button on final page only

Chelsea James January 26, 2023 18:30 Answered

5 votes 4 comments
Send to Spouse for Signature button instead of "Finish" - Engagement Letters

Amy Watson January 23, 2023 21:01 Answered

5 votes 1 comment
SafeSend Returns - Add Archive to Grouped Returns - Feature Request

Annie M. May 23, 2022 15:22 Planned

5 votes 0 comments
Organizers Completed Before They Really Are

Lynn Barwell February 25, 2022 12:11 Planned

5 votes 3 comments
Support 990 Return Types

Lavonda Taylor July 07, 2021 20:31 Planned

5 votes 2 comments
Organizer Source Documents

Marty Farnham May 12, 2023 17:43 Answered

4 votes 4 comments
Organizers - "Document Upload" Button Change Request

Carissa Navarrete March 28, 2023 19:04 Answered

4 votes 2 comments
Email Notifications

Jon Coffey December 20, 2022 17:29 Completed

4 votes 2 comments
Sending Additional State Returns

LaHetta Eyrich October 10, 2022 20:27 Answered

4 votes 1 comment
Group Returns - View E-Signed on Main Page

Michael Farr March 08, 2022 23:39 Answered

4 votes 4 comments
Remember mobile phone numbers from year to year.

Joe Montgomery April 03, 2021 21:15 Completed

4 votes 2 comments
ERO Signature stamp on SafesendSignatures

Barrett E Young February 25, 2021 16:42 Answered

4 votes 1 comment
Overpayment - Applied Penalty

Sara Barrett October 27, 2023 19:33 Answered

3 votes 1 comment
Change the Naming Convention for Files Uploaded to DRL by Clients

Emma Engel June 08, 2023 18:04 Answered

3 votes 1 comment
SafeSend Signature Enhancement Request

Lavonda Taylor May 24, 2023 16:59 Answered

3 votes 3 comments
Show more than 20 entries per page?

Philip A. Busenitz March 06, 2023 11:01 Planned

3 votes 4 comments
Login problems - stuck on the “Loading Application… Please wait” screen

Philip A. Busenitz February 17, 2023 21:42 Answered

3 votes 1 comment
Print email

Megan Cannon January 24, 2023 16:25 Answered

3 votes 3 comments
Ability to see and search all returns delivered on single screen, regardless of grouped or archived status

Lori Jolly October 27, 2022 19:29 Planned

3 votes 3 comments
Improve Taxpayer Signing Confirmations

Lori Jolly October 27, 2022 19:18 Answered

3 votes 1 comment
Change or Edit Group Name (within new Grouped Returns Feature)

Jayme L Chapman August 05, 2021 15:19 Completed

3 votes 1 comment
Payment reminders

Diana O'Maille April 09, 2021 13:49 Answered

3 votes 1 comment
Feature update: K-1 recipient info update notification

Dana Edgar March 05, 2021 22:38 Answered

3 votes 2 comments
Payments Paid Button

Sarah Dill May 28, 2020 18:59 Completed

3 votes 2 comments
Add a unique identifier to the PDF File names when downloaded by TaxPayer

Steven Lyon March 03, 2020 15:59 Completed

3 votes 0 comments
Exchange Email Formatting

Ryan Leppert September 28, 2023 20:52 Answered

2 votes 2 comments
Exchange - Memorize Q&As

Ryan Leppert September 28, 2023 20:48 Answered

2 votes 2 comments
Variables List - ERO Email Address Add

Dolly Debusk September 07, 2023 15:23 Answered

2 votes 2 comments
Unable to configure Download ESign webhook using Powerautomate?

Avani Bhatnagar August 23, 2023 16:31 Answered

2 votes 3 comments