Posts – SafeSend Help Center

Adding a credit card convenience fee when clients pay for their return

Carissa Navarrete January 06, 2025 23:10 Answered

1 vote 1 comment
Direct Link to SP Fileroom

Brandee Burdett January 03, 2025 16:58 Answered

2 votes 1 comment
SafeSend Organizers - sort by last name

Hannah Campbell December 27, 2024 16:42 Answered

5 votes 2 comments
SS Organizers

Michelle Spencer December 19, 2024 21:30 Answered

22 votes 7 comments
Searching for clients in SS Returns

Sarah Baggett December 12, 2024 16:10 Answered

5 votes 2 comments
COD

Debbie Schmid December 11, 2024 16:56 Answered

0 votes 1 comment
SafeSend Returns - Quick View Reports for Paper-filed Returns

Kelly Sochay December 06, 2024 17:14 Answered

11 votes 1 comment
Gather- add additional document requests into Gather request

Chelsea Mitra December 05, 2024 17:15 Answered

10 votes 2 comments
SafeSend Mail Merge- Make Default Signature Required

Nanette Pennetta November 25, 2024 19:09 Answered

3 votes 3 comments
Delegate for signature in Gather

Danielle Burkhardt November 22, 2024 13:58 Answered

-1 votes 2 comments
Gather - clear instructions for client

Kristina Croskey November 22, 2024 13:50 Answered

11 votes 3 comments
Client Portal Mobile and Tracking

Sarah Zimmerman November 20, 2024 15:18 Answered

5 votes 1 comment
Add SSA-1099 forms as a recongizable form for DRL in Gather

Trish Cheek November 13, 2024 20:00 Answered

16 votes 5 comments
Allow us to choose which organizer pages will be sent in Gather batches

Trish Cheek November 13, 2024 17:53 Answered

8 votes 5 comments
Document Request List - Track Downloaded Requests

Jason Rothenburger November 13, 2024 12:40 Answered

11 votes 1 comment
Document Note

Jennifer Barnes November 12, 2024 18:21 Answered

7 votes 2 comments
Tax Payment Confirmations

Justan Wong November 11, 2024 19:28 Answered

10 votes 3 comments
Turn automatic signing reminders back on

Brandon Farmand November 11, 2024 14:59 Answered

0 votes 4 comments
Organizers - Fully customizable dynamic questionnaire

Bruce Claassen November 06, 2024 18:23 Answered

6 votes 4 comments
Show what has already been downloaded in Gather

Trish Cheek November 06, 2024 14:50 Answered

4 votes 4 comments
Allow Accountants to Forward tax return

Gina Guggenbiller October 23, 2024 15:08 Answered

20 votes 4 comments
Failed KBA - Failure lockout after 1 attempt - IRS allows 3

Brandon Farmand October 15, 2024 13:43 Answered

7 votes 3 comments
SafeSend insights to client returns

Leo Liu October 11, 2024 18:48 Answered

1 vote 1 comment
In-Office Signing for Non-Tax Returns

Austin Schlatter October 09, 2024 21:00 Answered

7 votes 1 comment
SafeSend Organizer - client comments

Sherry Sergeant October 09, 2024 19:48 Answered

9 votes 3 comments
Ultratax Engagement Letters & Bank Account Verifications

Bradley Booms October 09, 2024 15:38 Answered

7 votes 4 comments
SafeSend returns ---> AI intelligence of client return data

Leo Liu October 07, 2024 19:39 Answered

2 votes 1 comment
Transmittals tab to show all payments & refunds

Gina Guggenbiller October 01, 2024 15:42 Answered

7 votes 4 comments
Group Returns Controller View

Nanette Pennetta October 01, 2024 15:24 Answered

2 votes 1 comment
Group Returns - Delegate Signing Reminder

Nanette Pennetta September 24, 2024 14:50 Answered

8 votes 2 comments

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