Posts – SafeSend Help Center

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

Karen Ritchie October 11, 2023 18:47 Answered

1 vote 1 comment
Please add support for Acrobat Protected Mode

Aaron Priest September 18, 2023 16:42 Answered

2 votes 6 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

1 vote 1 comment
Client Manager - CCH Client ID

Cindy Owens August 25, 2023 14:35 Answered

2 votes 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 4 comments
Add 1120F as supported return type

monte gordon August 23, 2023 14:13 Answered

1 vote 1 comment
Recognize Ohio School District separately

Mary Wendel August 11, 2023 15:58 Answered

3 votes 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

1 vote 2 comments
Filing Instructions with Respective Returns

Nick Watkins July 05, 2023 12:07 Answered

0 votes 2 comments
Grouped Returns - sent to ERO

Marty Farnham June 30, 2023 14:57 Planned

0 votes 1 comment
Mobile Client Experience

Marty Farnham June 22, 2023 14:17 Answered

1 vote 2 comments
Optional Signature Boxes on Additional E-sign Documents

Heather Smith June 21, 2023 14:14 Planned

2 votes 1 comment
May 31st 2023 Product News for the SafeSend Suite

Andrew VanVladricken May 31, 2023 12:18

0 votes 0 comments
SafeSend Signature Enhancement Request

Lavonda Taylor May 24, 2023 16:59 Answered

1 vote 3 comments
Update Contact Info

Marty Farnham May 16, 2023 14:09 Completed

0 votes 4 comments
Organizer Source Documents

Marty Farnham May 12, 2023 17:43 Answered

9 votes 7 comments
SafeSend Invoices?

Amanda Mueller May 11, 2023 19:48 Answered

1 vote 1 comment
Client View

Permanently deleted user May 05, 2023 15:33 Answered

2 votes 2 comments
April 29th 2023 Product News for the SafeSend Suite

Andrew VanVladricken April 29, 2023 03:19

0 votes 2 comments
Provide a "trust this browser" option for MFA

Jon Diercks April 25, 2023 22:00 Completed

0 votes 2 comments
Organizers - sort grids by Last Name

Jon Diercks April 25, 2023 21:20 Answered

2 votes 1 comment

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