Posts – SafeSend Help Center

Organizer Complete Auto-Generated Email

Ashley Grant June 19, 2024 20:59 Answered

12 votes 2 comments
Document Request Lists "Submit Request" Button

Marty Farnham June 11, 2024 15:53 Answered

2 votes 1 comment
SS Organizers for 1041s & Custom Questions

Krystina Czuczak May 22, 2024 18:54 Answered

3 votes 1 comment
SafeSend Returns - make link able to access multiple years of tax returns

Susan McIlvaine May 06, 2024 19:38 Answered

22 votes 6 comments
SafeSend Exchange - add client name or file name to subject line for email download notifications

Jerry Davis April 17, 2024 16:12 Answered

5 votes 1 comment
Ability to use Safesend for state returns only

Lacy Bender April 17, 2024 15:45 Answered

8 votes 4 comments
Organizer - Do Not Allow Pictures of Documents

Nanette Pennetta April 16, 2024 22:00 Answered

29 votes 13 comments
Organizer - Note to clients not to upload duplicate copies

Nanette Pennetta April 16, 2024 21:56 Answered

8 votes 3 comments
System Generated Emails - Add Name of Client

Nanette Pennetta April 16, 2024 21:46 Answered

4 votes 3 comments
Extensions - Ability to Group Extensions

Nanette Pennetta April 16, 2024 21:40 Answered

2 votes 1 comment
Multiple recipients for groups

Sherry Sergeant April 12, 2024 12:10 Answered

11 votes 3 comments
SafeSend Organizers Client Tracking Reporting

Roxanne Zetzman March 26, 2024 22:42 Answered

5 votes 3 comments
Window for Returns/Extensions Saved Message is too small for Client

Jennifer Epstein March 26, 2024 15:19 Answered

3 votes 2 comments
SafeSend - Client View - Download Docs

Nick DeMarco March 25, 2024 21:33 Answered

6 votes 5 comments
Increase the time-out restriction

Mary Woodward March 24, 2024 19:12 Answered

5 votes 1 comment
SafeSend Exchange - Details of Sent Documents

Alexandra Lal March 23, 2024 20:08 Answered

9 votes 3 comments
Please add QuickBooks file types as supported files for SafeSend Returns Attachments

Kelsay Bartlett March 12, 2024 16:58 Answered

9 votes 3 comments
Large Tax Returns

Gina Willhite March 01, 2024 19:28 Answered

0 votes 1 comment
SafeSend Returns - K-1 File Path Too Long

Annie M. February 29, 2024 20:43 Answered

0 votes 0 comments
SafeSend Organizer Prior year columns

Amanda Bruce February 28, 2024 20:58 Answered

7 votes 2 comments
5227

Amanda Bruce February 26, 2024 16:15 Answered

4 votes 3 comments
Foreign K-1 (auto-fill all 0's)

Amanda Bruce February 26, 2024 16:10 Answered

0 votes 1 comment
SS Organizer - knowing when the client is done

Dawn Fowler February 26, 2024 15:11 Answered

21 votes 12 comments
Custom Questions and Organizer are no longer one step

Kristina Croskey February 23, 2024 18:41 Answered

6 votes 6 comments
SS Organizer and sourc documents

Susan McIlvaine February 19, 2024 22:11 Answered

20 votes 4 comments
Bookmark Placement on Header titles

Victoria Capaci February 15, 2024 19:30 Answered

0 votes 1 comment
SafeSend Returns - columns

Gina Willhite February 13, 2024 20:13 Answered

11 votes 7 comments
SafeSend Exchange and CC

Susan McIlvaine February 12, 2024 21:20 Answered

7 votes 4 comments
SafeSend Suite-Customer Training

Susan McIlvaine February 12, 2024 21:10 Answered

1 vote 3 comments
Organizer Yes/No Columns

Amanda Bruce February 12, 2024 19:16 Answered

2 votes 5 comments

«
‹
2
3
4
5
6
7
8
9
10
11
›
»