Posts – SafeSend Help Center

Include client ID/email in addition to name in notifications

Jon Diercks April 25, 2023 20:55 Answered

2 votes 2 comments
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
Organizers - "Document Upload" Button Change Request

Carissa Navarrete March 28, 2023 19:04 Answered

6 votes 2 comments
SafeSend Organizer - Add Additional Pages

Donnie Stuart March 28, 2023 18:21 Answered

4 votes 3 comments
K1s names need to include the entity

Shevy Fleischmann March 13, 2023 18:01 Planned

1 vote 1 comment
Allow documents to be uploaded without requiring signature

Karen Gromis March 10, 2023 17:16 Answered

0 votes 1 comment
Show more than 20 entries per page?

Philip Busenitz March 06, 2023 11:01 Planned

3 votes 4 comments
Controller Dashboard Mobile Device update

Andrea Petersen March 01, 2023 18:04 Answered

2 votes 2 comments
Client login; Can taxpayers have a username and password rather than using a link every time?

Philip Busenitz February 20, 2023 21:16 Answered

1 vote 2 comments
Main menu on left-hand side; Default to expanded instead of collapsed

Philip Busenitz February 17, 2023 22:26 Completed

2 votes 5 comments
Login problems - stuck on the “Loading Application… Please wait” screen

Philip Busenitz February 17, 2023 21:42 Answered

3 votes 1 comment
Streamline the revised estimate process

Nancy Tadler February 13, 2023 18:41 Answered

1 vote 1 comment
Terminal Server

Brent Ross February 07, 2023 19:43

0 votes 1 comment
Grouped Returns - Status Change

Georgia Ott February 02, 2023 17:06 Answered

1 vote 1 comment
Allow an option to turn off reminder for one client document without archiving

Chelsea James January 31, 2023 13:37 Completed

1 vote 1 comment
January 27th 2023 Product News for the SafeSend Suite

Andrew VanVladricken January 27, 2023 13:06

0 votes 0 comments
Organizers - put Finish button on final page only

Chelsea James January 26, 2023 18:30 Answered

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

Chelsea James January 26, 2023 18:04 Planned

3 votes 2 comments
Organizer - Other Income, Continued

Marty Farnham January 25, 2023 15:47 Answered

0 votes 1 comment
Send to Spouse for Signature button instead of "Finish" - Engagement Letters

Amy Watson January 23, 2023 21:01 Answered

5 votes 1 comment
Signatures enhancements

Craig Peters January 09, 2023 13:35 Answered

2 votes 1 comment
Multiple screen download

Craig Peters January 09, 2023 13:24 Answered

0 votes 1 comment
Signatures - Order of Signing

Rich Z December 22, 2022 20:20 Answered

2 votes 1 comment
Need changes to security on signed documents

Misti Webster December 21, 2022 18:36 Answered

1 vote 5 comments
Organizer Tips and Tricks

Annie M. December 09, 2022 15:05

1 vote 0 comments
December 9th 2022 Product News for the SafeSend Suite

Andrew VanVladricken December 09, 2022 12:59

0 votes 0 comments
Add the client’s name to the “thank you for your payment email”

L November 14, 2022 20:50 Answered

1 vote 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
Improve Taxpayer Tax Return experience

Lori Jolly October 27, 2022 19:28 Answered

2 votes 1 comment
Improve Notification Options

Lori Jolly October 27, 2022 19:27

0 votes 0 comments

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