Posts – SafeSend Help Center

Streamline the revised estimate process

Nancy Tadler February 13, 2023 18:41 Answered

1 vote 1 comment
Grouped Returns - Status Change

Georgia Ott February 02, 2023 17:06 Answered

1 vote 1 comment
Organizers - put Finish button on final page only

Chelsea James January 26, 2023 18:30 Answered

5 votes 4 comments
Organizer - Other Income, Continued

Marty Farnham January 25, 2023 15:47 Answered

0 votes 1 comment
Send to Spouse for Signature button instead of "Finish" - Engagement Letters

Amy Watson January 23, 2023 21:01 Answered

5 votes 1 comment
Signatures enhancements

Craig Peters January 09, 2023 13:35 Answered

2 votes 1 comment
Multiple screen download

Craig Peters January 09, 2023 13:24 Answered

0 votes 1 comment
Signatures - Order of Signing

Rich Z December 22, 2022 20:20 Answered

2 votes 1 comment
Need changes to security on signed documents

Misti Webster December 21, 2022 18:36 Answered

1 vote 5 comments
Add the client’s name to the “thank you for your payment email”

L November 14, 2022 20:50 Answered

1 vote 1 comment
Improve Taxpayer Tax Return experience

Lori Jolly October 27, 2022 19:28 Answered

2 votes 1 comment
Upload Attachments After Delivery

Lori Jolly October 27, 2022 19:24 Answered

1 vote 1 comment
Voucher Reminder Delivery Options

Lori Jolly October 27, 2022 19:22 Answered

0 votes 1 comment
Improve Taxpayer Signing Confirmations

Lori Jolly October 27, 2022 19:18 Answered

3 votes 1 comment
Sending Additional State Returns

LaHetta Eyrich October 10, 2022 20:27 Answered

4 votes 1 comment
Allow client to change back to e-sign if they selected manual sign by mistake

Annette Booth September 08, 2022 20:39 Answered

11 votes 3 comments
Quarterly Estimate Reminders -

Rhonda Riha August 24, 2022 13:46 Answered

0 votes 1 comment
Suggestion to delete entire sheet of pages

Jayme L Chapman August 17, 2022 13:00 Answered

0 votes 1 comment
Revised Estimates - Choose TP or SP on delivery

Cindy Owens August 16, 2022 20:08 Answered

1 vote 1 comment
Edit Pages In Signatures

John L. Toews July 12, 2022 17:50 Answered

1 vote 1 comment
Tic Tie Calculate 10-key Imbedded Decimal Point Option Needed

Denny Linden May 16, 2022 15:53 Answered

0 votes 1 comment
K1 notification turn off option

Melissa Harris April 25, 2022 18:47 Answered

1 vote 1 comment
K1 rollover question

Melissa Harris April 25, 2022 18:41 Answered

-1 votes 1 comment
recognizing K-1 recipient email in groups

Melissa Harris April 25, 2022 18:10 Answered

0 votes 3 comments
Group Returns - View E-Signed on Main Page

Michael Farr March 08, 2022 23:39 Answered

4 votes 4 comments
Adding Symbols to a Working Paper

Brent Ross February 28, 2022 19:10 Answered

1 vote 1 comment
Data Reports

Wesley Hartman February 19, 2022 21:31 Answered

1 vote 1 comment
Additions to Symbols in TTC

Brent Ross February 17, 2022 21:49 Answered

0 votes 5 comments
Change to wording in client view for signer delegation

Permanently deleted user February 11, 2022 21:11 Answered

1 vote 1 comment
Links on the TTC Admin

Brent Ross February 06, 2022 11:09 Answered

0 votes 1 comment