Posts – SafeSend Help Center

Organizers Timing Out

Kari Bachle March 17, 2025 23:48 Planned

5 votes 6 comments
Visibility for CPA Messages

Jerry Davis January 22, 2025 15:12 Planned

0 votes 3 comments
Automatic Reminders for SafeSend Exchange Document Request Lists

Chelsea Mitra December 05, 2024 17:19 Planned

8 votes 1 comment
Document Request List Categories in Gather

Tami Lawson November 25, 2024 13:49 Planned

3 votes 1 comment
Document Request Message From Tax Preparer

Marty Farnham October 21, 2024 15:32 Planned

6 votes 1 comment
TicTie Calculate Version 6 - File Storage Program Conflicts

Stephen Gintz August 15, 2024 14:25 Planned

1 vote 2 comments
SafeSend Suite - Issue When Deleting Office Locations

Annie M. February 14, 2024 19:09 Planned

0 votes 0 comments
Safe Send - Returns

Tammy Wishowski January 25, 2024 21:45 Planned

1 vote 1 comment
SafeSend Exchange - Retention Periods

Annie M. January 17, 2024 21:51 Planned

0 votes 0 comments
SafeSend Exchange Mobile Upload

Austin Schlatter January 09, 2024 16:11 Planned

4 votes 1 comment
Deeper CCH Axcess Integration

Marc Krupsky August 07, 2023 20:47 Planned

1 vote 1 comment
Grouped Returns - sent to ERO

Marty Farnham June 30, 2023 14:57 Planned

0 votes 1 comment
Optional Signature Boxes on Additional E-sign Documents

Heather Smith June 21, 2023 14:14 Planned

2 votes 1 comment
Organizers - Include Spouse Name as an available search/sort/display column in all grids

Jon Diercks April 25, 2023 20:49 Planned

1 vote 1 comment
K1s names need to include the entity

Shevy Fleischmann March 13, 2023 18:01 Planned

1 vote 1 comment
Show more than 20 entries per page?

Philip Busenitz March 06, 2023 11:01 Planned

3 votes 4 comments
Auto Add Client Names - SS Signatures Message / Email

Chelsea James January 26, 2023 18:04 Planned

2 votes 1 comment
Ability to see and search all returns delivered on single screen, regardless of grouped or archived status

Lori Jolly October 27, 2022 19:29 Planned

4 votes 4 comments
Distribute K-1s in Bulk

Lori Jolly October 27, 2022 19:20 Planned

2 votes 6 comments
K-1 naming convention

Annette Booth September 20, 2022 00:29 Planned

3 votes 4 comments
Amended Returns

John L. Toews July 12, 2022 17:49 Planned

8 votes 6 comments
E-File Form Setting - Title Field

Kindel Meek March 02, 2022 17:22 Planned

0 votes 1 comment
Organizers Completed Before They Really Are

Lynn Barwell February 25, 2022 12:11 Planned

7 votes 3 comments
Client Document Upload to Safe Send Organizer

Sharon Steele January 20, 2022 19:48 Planned

-2 votes 2 comments
SSO Archive Feature!!!!

Permanently deleted user January 19, 2022 20:26 Planned

0 votes 1 comment