Posts – SafeSend Help Center

Organizer - Do Not Allow Pictures of Documents

Nanette Pennetta April 16, 2024 22:00 Answered

26 votes 13 comments

Allow Clients to Turn Off Reminders

Kristina Croskey June 26, 2024 13:51 Answered

23 votes 6 comments

SafeSend Returns - make link able to access multiple years of tax returns

Susan McIlvaine May 06, 2024 19:38 Answered

20 votes 6 comments

SS Organizer - knowing when the client is done

Dawn Fowler February 26, 2024 15:11 Answered

19 votes 12 comments

SS Organizer and sourc documents

Susan McIlvaine February 19, 2024 22:11 Answered

19 votes 4 comments

SafeSend Returns for Entities-Enhancement

Jennifer Bishop August 12, 2024 22:14 Answered

17 votes 3 comments

Allow Accountants to Forward tax return

Gina Guggenbiller October 23, 2024 15:08 Answered

16 votes 2 comments

Auto-population of e-mail addresses in SafeSend Signatures

Alison Bentley June 26, 2024 16:40 Answered

14 votes 1 comment

Add SSA-1099 forms as a recongizable form for DRL in Gather

Trish Cheek November 13, 2024 20:00 Answered

13 votes 4 comments

Organizer Complete Auto-Generated Email

Ashley Grant June 19, 2024 20:59 Answered

12 votes 2 comments

Screen Share in Organizers

Jason Brown January 26, 2024 22:47 Answered

12 votes 2 comments

SS Returns Additional E-Sign Document - Download with Name of Document Type

Nanette Pennetta July 30, 2024 17:02 Answered

11 votes 3 comments

Gather - clear instructions for client

Kristina Croskey November 22, 2024 13:50 Answered

10 votes 3 comments

Document Request List - Track Downloaded Requests

Jason Rothenburger November 13, 2024 12:40 Answered

10 votes 1 comment

Safe Send Returns - Delayed Delivery

Trent Wolfe September 18, 2024 18:49 Answered

10 votes 3 comments

Multiple recipients for groups

Sherry Sergeant April 12, 2024 12:10 Answered

10 votes 3 comments

Tax Payment Confirmations

Justan Wong November 11, 2024 19:28 Answered

9 votes 3 comments

Organizers/Returns - Update contact person for upload/completion/signing notifications

Donna Brannock July 31, 2024 17:20 Answered

9 votes 1 comment

Adding "Signing Completed Date to Delivered Returns

Kristina Croskey July 11, 2024 15:44 Answered

9 votes 2 comments

SafeSend Exchange - Details of Sent Documents

Alexandra Lal March 23, 2024 20:08 Answered

9 votes 3 comments

Paper-Filed Return Delivery

Sherry Sergeant January 26, 2024 15:01 Answered

9 votes 4 comments

Organizer Source Documents

Marty Farnham May 12, 2023 17:43 Answered

9 votes 7 comments

SafeSend Organizer - client comments

Sherry Sergeant October 09, 2024 19:48 Answered

8 votes 1 comment

SafeSend Signatures - Preview sent document

Mandy Burton August 21, 2024 15:45 Answered

8 votes 1 comment

Questionnaire/Custom Questions in Gather

Alison Bentley August 21, 2024 00:47 Answered

8 votes 2 comments

Correct document sent in Signatures

Cindy Owens August 16, 2024 19:12 Answered

8 votes 3 comments

Ability to use Safesend for state returns only

Lacy Bender April 17, 2024 15:45 Answered

8 votes 4 comments

Organizer - Note to clients not to upload duplicate copies

Nanette Pennetta April 16, 2024 21:56 Answered

8 votes 3 comments

Organizer - Do Not Allow Pictures of Documents

Allow Clients to Turn Off Reminders

SafeSend Returns - make link able to access multiple years of tax returns

SS Organizer - knowing when the client is done

SS Organizer and sourc documents

SafeSend Returns for Entities-Enhancement

Allow Accountants to Forward tax return

Auto-population of e-mail addresses in SafeSend Signatures

Add SSA-1099 forms as a recongizable form for DRL in Gather

Organizer Complete Auto-Generated Email

Screen Share in Organizers

SS Returns Additional E-Sign Document - Download with Name of Document Type

Gather - clear instructions for client

Document Request List - Track Downloaded Requests

Safe Send Returns - Delayed Delivery

Multiple recipients for groups

Tax Payment Confirmations

Organizers/Returns - Update contact person for upload/completion/signing notifications

Adding "Signing Completed Date to Delivered Returns

SafeSend Exchange - Details of Sent Documents

Paper-Filed Return Delivery

Organizer Source Documents

SafeSend Organizer - client comments

SafeSend Signatures - Preview sent document

Questionnaire/Custom Questions in Gather

Correct document sent in Signatures

Ability to use Safesend for state returns only

Organizer - Note to clients not to upload duplicate copies

Please add QuickBooks file types as supported files for SafeSend Returns Attachments

SafeSend Exchange - "Body" is hidden