Posts – SafeSend Help Center

Personal Drop Off Link - Drop Down Staff Selection

Nanette Pennetta November 14, 2023 22:34 Answered

0 votes 1 comment
Unable to configure Download ESign webhook using Powerautomate?

Avani Bhatnagar August 23, 2023 16:31 Answered

2 votes 3 comments
Import Feature for DRL

Nanette Pennetta November 06, 2023 21:52 Answered

0 votes 1 comment
SafeSend Signature Enhancement Request

Lavonda Taylor May 24, 2023 16:59 Answered

3 votes 3 comments
In person signatures

Scott Stabb October 31, 2023 13:43 Answered

0 votes 1 comment
Document Request List (DRL)

Nanette Pennetta October 30, 2023 20:16 Answered

0 votes 1 comment
SafeSend Organizers - Organizers Closed By Firm and/or Status Issue

Annie M. October 30, 2023 14:42 Answered

0 votes 0 comments
Overpayment - Applied Penalty

Sara Barrett October 27, 2023 19:33 Answered

3 votes 1 comment
Rearranging Documents in the Document Request List

Emma Engel June 06, 2023 21:07 Answered

1 vote 4 comments
Customize or add more information to the "Your return is signed by all signers" email

Karen Ritchie October 11, 2023 18:47 Answered

0 votes 1 comment
Exchange Email Formatting

Ryan Leppert September 28, 2023 20:52 Answered

2 votes 2 comments
Exchange - Memorize Q&As

Ryan Leppert September 28, 2023 20:48 Answered

2 votes 2 comments
Please add support for Acrobat Protected Mode

Aaron Priest September 18, 2023 16:42 Answered

0 votes 2 comments
Multiple Contact Roles

Brandon Rupert September 11, 2023 19:01 Answered

1 vote 1 comment
Mobile Client Experience

Marty Farnham June 22, 2023 14:17 Answered

0 votes 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

0 votes 1 comment
Document Request to My Files

Marty Farnham June 27, 2023 14:00 Answered

1 vote 1 comment
Client Manager - CCH Client ID

Cindy Owens August 25, 2023 14:35 Answered

1 vote 1 comment
Add 1120F as supported return type

monte gordon August 23, 2023 14:13 Answered

0 votes 1 comment
Replacing Transmittal Letters in SafeSend Returns

Dawn Anderson August 22, 2023 17:58 Answered

1 vote 1 comment
Recognize Ohio School District separately

Mary Wendel August 11, 2023 15:58 Answered

1 vote 1 comment
Group Returns - View E-Signed on Main Page

Michael Farr March 08, 2022 23:39 Answered

4 votes 4 comments
MFJ Review Returns Before Signing

Nick Watkins July 20, 2023 14:44 Answered

0 votes 2 comments
Signature Expiration Settings

Nick Watkins July 20, 2023 14:51 Answered

0 votes 2 comments
Filing Instructions with Respective Returns

Nick Watkins July 05, 2023 12:07 Answered

0 votes 2 comments
Allow client to change back to e-sign if they selected manual sign by mistake

Annette Booth September 08, 2022 20:39 Answered

2 votes 3 comments
DRL Initial Email changes

Marty Farnham June 27, 2023 14:06 Answered

2 votes 1 comment