Posts – SafeSend Help Center

Organizers Report - Need Column for Source Document Reminder Date

Vicki Cap August 27, 2024 18:38 Answered

4 votes 1 comment
SafeSend Signatures - Two Enhancement Requests

Valerie Souto August 23, 2024 15:00 Answered

2 votes 2 comments
Archive Shut-Off

Alyssa Thomson August 22, 2024 19:22 Answered

2 votes 1 comment
Extensions - Support 1120-REIT

Nanette Pennetta August 22, 2024 14:10 Answered

1 vote 1 comment
Signatures - Identify document to client in completed E-mail Notifications

Alison Bentley August 22, 2024 01:58 Answered

5 votes 2 comments
SafeSend Signatures - Preview sent document

Mandy Burton August 21, 2024 15:45 Answered

5 votes 1 comment
SafeSend Exchange Folders

Boris Fernandez August 21, 2024 14:31 Answered

1 vote 1 comment
Questionnaire/Custom Questions in Gather

Alison Bentley August 21, 2024 00:47 Answered

5 votes 2 comments
Entites in Gather

Alison Bentley August 20, 2024 19:42 Answered

6 votes 1 comment
Correct document sent in Signatures

Cindy Owens August 16, 2024 19:12 Answered

7 votes 3 comments
SafeSend Returns for Entities-Enhancement

Jennifer Bishop August 12, 2024 22:14 Answered

15 votes 3 comments
Cross Referencing Returns and Signatures

Summer Berry August 06, 2024 17:34 Answered

5 votes 4 comments
Returns - Remove watermark from transmittal letter section

Donna Brannock July 31, 2024 17:23 Answered

3 votes 1 comment
Organizers/Returns - Update contact person for upload/completion/signing notifications

Donna Brannock July 31, 2024 17:20 Answered

9 votes 1 comment
SS Returns Additional E-Sign Document - Download with Name of Document Type

Nanette Pennetta July 30, 2024 17:02 Answered

11 votes 3 comments
Adding "Signing Completed Date to Delivered Returns

Kristina Croskey July 11, 2024 15:44 Answered

9 votes 2 comments
SafeSend Extensions - Review vs Sign Button

Katelyn Roy July 10, 2024 15:32 Answered

3 votes 1 comment
SS Returns & SS Extensions-Add Note Option to Actions

Nanette Pennetta July 09, 2024 20:26 Answered

4 votes 1 comment
SafeSend Organizers Open/Close button.

Aaron Rider July 08, 2024 19:07 Answered

6 votes 1 comment
Group Returns K-1 Distribution Tracking

Lavonda Taylor July 08, 2024 16:45 Answered

4 votes 1 comment
Auto-population of e-mail addresses in SafeSend Signatures

Alison Bentley June 26, 2024 16:40 Answered

13 votes 1 comment
Allow Clients to Turn Off Reminders

Kristina Croskey June 26, 2024 13:51 Answered

21 votes 6 comments
New feature that automatically adds comments

Steve Trojan June 20, 2024 14:19 Answered

0 votes 3 comments
Organizer Complete Auto-Generated Email

Ashley Grant June 19, 2024 20:59 Answered

10 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

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

Susan McIlvaine May 06, 2024 19:38 Answered

19 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

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

Lacy Bender April 17, 2024 15:45 Answered

7 votes 3 comments
Organizer - Do Not Allow Pictures of Documents

Nanette Pennetta April 16, 2024 22:00 Answered

22 votes 7 comments