Posts – SafeSend Help Center

SafeSend Organizers - Document Note Option

Michelle Kalvelage February 07, 2024 21:43 Answered

3 votes 2 comments
SafeSend Exchange - "Body" is hidden

Sherry Sergeant February 01, 2024 13:56 Answered

9 votes 6 comments
SafeSend Exchange - notification language

Sherry Sergeant February 01, 2024 13:53 Answered

4 votes 3 comments
Tic Tie Calculate Bookmark navigation

Katharine Herman January 30, 2024 15:38 Answered

0 votes 1 comment
Screen Share in Organizers

Jason Brown January 26, 2024 22:47 Answered

13 votes 3 comments
SafeSend Invoice Tab in SafeSend Returns

Gina Willhite January 26, 2024 21:10 Answered

0 votes 1 comment
Paper-Filed Return Delivery

Sherry Sergeant January 26, 2024 15:01 Answered

10 votes 4 comments
Voucher Data - As soon as possible

Sherry Sergeant January 26, 2024 14:59 Answered

8 votes 2 comments
Safe Send Signature - Option to turn off type signature

Tammy Wishowski January 25, 2024 21:43 Answered

2 votes 2 comments
Safe Send Signature - Option for only sender to see signed document

Tammy Wishowski January 25, 2024 21:39 Answered

-2 votes 1 comment
Safe Send Signature - KAB Option

Tammy Wishowski January 25, 2024 21:37 Answered

6 votes 4 comments
SafeSend Extensions - Tax Payment Due Date

Dawn Anderson January 25, 2024 00:34 Answered

0 votes 1 comment
Notification emails re: clients uploading source docs

Gina Willhite January 23, 2024 14:04 Answered

0 votes 1 comment
7216 Consent Letters

Lacy Bender January 23, 2024 01:20 Answered

3 votes 1 comment
SafeSend Exchange Drop-Off Links providing "recipient" info instead of "sender" info

Jeff January 22, 2024 18:49 Answered

0 votes 1 comment
Exchange Outlook plug in "keep me signed in" doesn't work in terminal server environment

Tonia Vermilye January 19, 2024 19:42 Answered

0 votes 1 comment
Out of office reply for SafeSend Exchange upload documents

Tonia Vermilye January 19, 2024 19:40 Answered

2 votes 1 comment
Add option for Exchange Support Contact to be the sender

Tonia Vermilye January 19, 2024 19:36 Answered

0 votes 2 comments
Allow NYS Pass-through Entity Tax to Estimated Payments Section in Custom Authorities

Mike Yanus January 16, 2024 20:32 Answered

4 votes 1 comment
Feature Request: SafeSend Signature Templates

Max Ducharme January 15, 2024 20:32 Answered

9 votes 6 comments
Add ability to forward Exchange messages from Delegated Mailbox

Matt Boehm January 12, 2024 16:39 Answered

1 vote 1 comment
Moving Pages in SafeSend Returns - Feature request

Gina Willhite January 12, 2024 15:34 Answered

2 votes 1 comment
SafeSend Exchange Email Delivery Tracking

Rebecca January 12, 2024 15:03 Answered

9 votes 3 comments
Issue Printing Organizers from UltraTax

Dawn Anderson January 11, 2024 00:48 Answered

0 votes 2 comments
Voucher Reminders - multiple recipients

Sherry Sergeant January 10, 2024 21:08 Answered

8 votes 6 comments
Client view bookmarks on returns

Catherine Budinger January 10, 2024 16:42 Answered

1 vote 4 comments
Include DRL as part of Delegated Inboxes

Stephanie Brown January 05, 2024 18:57 Answered

3 votes 1 comment
Request for Sent Items Message History to include Answer to Security Question

Jeff December 21, 2023 22:12 Answered

1 vote 3 comments
UltraTax Organizer - "Prior Year Information" Column

Carissa Navarrete December 11, 2023 18:48 Answered

2 votes 2 comments
Invoice Reminders

Marty Farnham November 30, 2023 19:50 Answered

3 votes 3 comments

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