Nancy Peed

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send Organizer Uploading of documents

We have gotten the same complaints

• View comment
• Created April 25, 2025 17:24
• 4 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Clients Not Leaving "Uploads" List When Downloaded

I am having a hard time with this too- we just keep downloading the same documents and comparing them to the info we already have, which is extremely inefficient. 

• View comment
• Created February 03, 2025 22:09
• 4 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Bring Back "Download Now" in Organizers

PLEASE PLEASE PLEASE BRING BACK THE DOWNLOAD NOW! 

• View comment
• Created February 01, 2025 00:40
• 4 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer Complete Auto-Generated Email

We have the same issue- once they get that email, they never go back into the upload area and they think that we have everything we need for the return and then we have no response because the emai...

• View comment
• Created June 19, 2024 21:05
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Returns - make link able to access multiple years of tax returns

This would be amazing!!!!!! 

• View comment
• Created May 06, 2024 19:52
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Restore Cancel Document

I agree- loved the cancel document feature! 

• View comment
• Created April 29, 2025 19:12
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Exchange Email Delivery Tracking

THIS WOULD MAKE IT PERFECT!!! 

• View comment
• Created January 12, 2024 16:26
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Extensions - Able to Sign on Mobile Device

We have run into this issue with clients traveling during extension time and they're at the airport- this would be a very helpful enhancement! 

• View comment
• Created October 28, 2025 15:31
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Returns - Client Tracking History Available Prior to Recalled Return

We have had this issue as well! 

• View comment
• Created October 23, 2025 16:36
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Allow spouses to sign returns concurrently

We get so many complaints from this issue with clients (spouse) being extremely offended. 

• View comment
• Created August 11, 2025 20:26
• 1 vote