SafeSend Suite - General Discussion

Connect with other Practitioners and Firm Admins on general discussion topics, best practices, and technology areas. Collaborate, share knowledge, and help others!

• Guide updates for Lacerte Integration?

  Marty Farnham November 15, 2023 15:57
  0 votes 1 comment

• PTET (Passthrough Entity Tax)

  Dawn Anderson September 08, 2023 22:39 Answered
  0 votes 1 comment

• Unable to configure Download ESign webhook using Powerautomate?

  Avani Bhatnagar August 23, 2023 16:31 Answered
  2 votes 3 comments

• Mobile Client Experience

  Marty Farnham June 22, 2023 14:17 Answered
  0 votes 1 comment

• K1 rollover question

  Melissa Harris April 25, 2022 18:41 Answered
  -1 votes 1 comment

• Unit Usage

  Isaiah Evans June 01, 2021 17:55 Answered
  0 votes 1 comment