Sarah Baggett
Posts
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Turn off Drop-Off Link Access by Firm
Our firm does not use SS Exchange, therefore we do not want our clients to have access to the Drop-Off option in the Portal. Currently we have to turn that off client by client. I currently have ov...
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Allow client to mark other signature as not needed - deceased or divorced
Signatures & Gather - It would be most helpful if the CLIENT can mark the other signature as not applicable this year and be required to give a reason - deceased, divorced. We have several clients ...
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Answered
Grouped Returns - client view
We love the group option (and the addition of 1040 returns), however, we've had so many calls to help clients find where to go to sign their returns. The columns show the return/client name - tax ...
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Answered
In Office e-sign
We enjoyed having the ability to use in office e-sign for clients who either just stop by while in town or who were struggling with the digital version by themselves. We've used it quite a bit this...
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Answered
Signature - keywords & declined emails
We sent our engagement letters out via Signatures this year and it has been great. However, we have had a couple of issues we would appreciate your consideration on enhancing. 1 - We have clients w...
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Answered
Gather questionnaire keywords
I would like to see the option to add keywords in the Gather questionnaire. All of our 2024 organizers were delivered through Gather. However, we often need to deliver the prior year if it has not ...
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Answered
Client Portal - PLEASE RENAME!
We use CCH and they have used the term Client Portal for years. Having two systems with the same wording is causing us tons of phone calls, confused clients, and head aches on both ends. PLEASE ren...
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Answered
Searching for clients in SS Returns
It would be very helpful to have one search bar that would find the client in any section of Returns. Currently if I'm searching for a client and not sure which area they are in - Send, Delivered, ...
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Answered
Grouped returns - adding office location
Our firm has 8 offices using SafeSend and multiple admin persons in each office sending tax returns for multiple EROs per office. We rely on the Office Location filter to have a specified list of c...