Posts – SafeSend Help Center

Guide updates for Lacerte Integration?

Marty Farnham November 15, 2023 15:57 Answered

1 vote 1 comment

In person signatures

Scott Stabb October 31, 2023 13:43 Answered

0 votes 1 comment

Overpayment - Applied Penalty

Sara Barrett October 27, 2023 19:33 Answered

5 votes 2 comments

Customize or add more information to the "Your return is signed by all signers" email

Karen Ritchie October 11, 2023 18:47 Answered

1 vote 1 comment

Please add support for Acrobat Protected Mode

Aaron Priest September 18, 2023 16:42 Answered

2 votes 6 comments

Multiple Contact Roles

Brandon Rupert September 11, 2023 19:01 Answered

1 vote 1 comment

PTET (Passthrough Entity Tax)

Dawn Anderson September 08, 2023 22:39 Answered

0 votes 1 comment

Variables List - ERO Email Address Add

Dolly Debusk September 07, 2023 15:23 Answered

2 votes 2 comments

SafeSend Signature Outlook Plugin

Jeff Yallaly August 30, 2023 22:35 Answered

0 votes 1 comment

Client Manager Default Add

Marty Farnham August 30, 2023 14:42 Answered

1 vote 1 comment

Client Manager - CCH Client ID

Cindy Owens August 25, 2023 14:35 Answered

2 votes 1 comment

Unable to configure Download ESign webhook using Powerautomate?

Avani Bhatnagar August 23, 2023 16:31 Answered

2 votes 4 comments

Add 1120F as supported return type

monte gordon August 23, 2023 14:13 Answered

1 vote 1 comment

Recognize Ohio School District separately

Mary Wendel August 11, 2023 15:58 Answered

3 votes 1 comment

Signature Expiration Settings

Nick Watkins July 20, 2023 14:51 Answered

0 votes 2 comments

MFJ Review Returns Before Signing

Nick Watkins July 20, 2023 14:44 Answered

1 vote 2 comments

Filing Instructions with Respective Returns

Nick Watkins July 05, 2023 12:07 Answered

0 votes 2 comments

Mobile Client Experience

Marty Farnham June 22, 2023 14:17 Answered

1 vote 2 comments

SafeSend Signature Enhancement Request

Lavonda Taylor May 24, 2023 16:59 Answered

1 vote 3 comments

Organizer Source Documents

Marty Farnham May 12, 2023 17:43 Answered

9 votes 7 comments

SafeSend Invoices?

Amanda Mueller May 11, 2023 19:48 Answered

1 vote 1 comment

Client View

Permanently deleted user May 05, 2023 15:33 Answered

2 votes 2 comments

Organizers - sort grids by Last Name

Jon Diercks April 25, 2023 21:20 Answered

2 votes 1 comment

Include client ID/email in addition to name in notifications

Jon Diercks April 25, 2023 20:55 Answered

2 votes 2 comments

Organizers - "Document Upload" Button Change Request

Carissa Navarrete March 28, 2023 19:04 Answered

6 votes 2 comments

SafeSend Organizer - Add Additional Pages

Donnie Stuart March 28, 2023 18:21 Answered

4 votes 3 comments

Allow documents to be uploaded without requiring signature

Karen Gromis March 10, 2023 17:16 Answered

0 votes 1 comment

Controller Dashboard Mobile Device update

Andrea Petersen March 01, 2023 18:04 Answered

2 votes 2 comments

Guide updates for Lacerte Integration?

In person signatures

Overpayment - Applied Penalty

Customize or add more information to the "Your return is signed by all signers" email

Please add support for Acrobat Protected Mode

Multiple Contact Roles

PTET (Passthrough Entity Tax)

Variables List - ERO Email Address Add

SafeSend Signature Outlook Plugin

Client Manager Default Add

Client Manager - CCH Client ID

Unable to configure Download ESign webhook using Powerautomate?

Add 1120F as supported return type

Recognize Ohio School District separately

Signature Expiration Settings

MFJ Review Returns Before Signing

Filing Instructions with Respective Returns

Mobile Client Experience

SafeSend Signature Enhancement Request

Organizer Source Documents

SafeSend Invoices?

Client View

Organizers - sort grids by Last Name

Include client ID/email in addition to name in notifications

Organizers - "Document Upload" Button Change Request

SafeSend Organizer - Add Additional Pages

Allow documents to be uploaded without requiring signature

Controller Dashboard Mobile Device update

Client login; Can taxpayers have a username and password rather than using a link every time?

Login problems - stuck on the “Loading Application… Please wait” screen