Posts – SafeSend Help Center

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

0 votes 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

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

0 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

1 vote 0 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

0 votes 1 comment
Deeper CCH Axcess Integration

Marc Krupsky August 07, 2023 20:47 Planned

1 vote 1 comment
SafeSend Grouped Returns - Reminders to Sign Delivered for Signed Returns

Annie M. August 04, 2023 19:45 Completed

1 vote 0 comments
SafeSend Organizers - Taxpayer Forced to Sign

Annie M. July 28, 2023 14:07

2 votes 0 comments
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
Grouped Returns - sent to ERO

Marty Farnham June 30, 2023 14:57 Planned

0 votes 1 comment
DRL Initial Email changes

Marty Farnham June 27, 2023 14:06 Answered

2 votes 1 comment
Document Request to My Files

Marty Farnham June 27, 2023 14:00 Answered

0 votes 1 comment
Mobile Client Experience

Marty Farnham June 22, 2023 14:17 Answered

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

Heather Smith June 21, 2023 14:14 Planned

2 votes 1 comment
Change the Naming Convention for Files Uploaded to DRL by Clients

Emma Engel June 08, 2023 18:04 Answered

2 votes 1 comment
Rearranging Documents in the Document Request List

Emma Engel June 06, 2023 21:07 Answered

0 votes 2 comments
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

2 votes 1 comment
Update Contact Info

Marty Farnham May 16, 2023 14:09 Completed

0 votes 4 comments