Posts – SafeSend Help Center

Guide updates for Lacerte Integration?

Marty Farnham November 15, 2023 15:57

0 votes 1 comment
Personal Drop Off Link - Drop Down Staff Selection

Nanette Pennetta November 14, 2023 22:34 Answered

0 votes 1 comment
SafeSend Returns - 990 Return Support

Annie M. November 07, 2023 20:12

0 votes 0 comments
Import Feature for DRL

Nanette Pennetta November 06, 2023 21:52 Answered

0 votes 1 comment
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
October 27th 2023 Product News for the SafeSend Suite

Andrew VanVladricken October 27, 2023 05:41

0 votes 0 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
TicTie Calculate Version 5.0.21 - Official Release

Andrew VanVladricken September 18, 2023 16:32

0 votes 0 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

0 votes 1 comment
Client Manager - CCH Client ID

Cindy Owens August 25, 2023 14:35 Answered

1 vote 1 comment
SafeSend Suite – Client Management Tips and Tricks

Annie M. August 24, 2023 18:27

0 votes 0 comments
Unable to configure Download ESign webhook using Powerautomate?

Avani Bhatnagar August 23, 2023 16:31 Answered

2 votes 3 comments
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
Deeper CCH Axcess Integration

Marc Krupsky August 07, 2023 20:47 Planned

1 vote 1 comment
July 28th 2023 Product News for the SafeSend Suite

Andrew VanVladricken July 28, 2023 11:11

0 votes 0 comments
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

0 votes 2 comments
Filing Instructions with Respective Returns

Nick Watkins July 05, 2023 12:07 Answered

0 votes 2 comments