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!

• Turn automatic signing reminders back on

  Brandon Farmand November 11, 2024 14:59 Answered
  0 votes 4 comments

• Large Tax Returns

  Gina Willhite March 01, 2024 19:28 Answered
  0 votes 1 comment

• SafeSend Extensions - Tax Payment Due Date

  Dawn Anderson January 25, 2024 00:34 Answered
  0 votes 1 comment

• Notification emails re: clients uploading source docs

  Gina Willhite January 23, 2024 14:04 Answered
  0 votes 1 comment

• SafeSend Exchange Drop-Off Links providing "recipient" info instead of "sender" info

  Jeff January 22, 2024 18:49 Answered
  0 votes 1 comment

• Issue Printing Organizers from UltraTax

  Dawn Anderson January 11, 2024 00:48 Answered
  0 votes 2 comments

• Guide updates for Lacerte Integration?

  Marty Farnham November 15, 2023 15:57 Answered
  1 vote 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 4 comments

• Mobile Client Experience

  Marty Farnham June 22, 2023 14:17 Answered
  1 vote 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