Alexandra Lal
Posts
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Signing Reminders for Extensions that are Review Only
I have already reached out to SafeSend about this, but we got so many clients reaching out to us confused about why they are receiving reminders to sign their extension when we prepared every exten...
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Simultaneous Signing for Engagement Agreements
I know this has already been posted about in the past, but our clients still continue to be upset about not being able to do simultaneous signing for the engagement agreements, or easily being able...
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Completed
Allow Editing for "Send Files" Phrasing
On the main client portal dashboard, it says "Send Files to CPA." Every tax preparer in our office is an EA, not a CPA, so this wording is inaccurate for our firm and we don't feel comfortable usin...
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Answered
SafeSend Exchange - Details of Sent Documents
1. I noticed that with the updated SafeSend Exchange email format, the client cannot see the names of the file(s) that are being sent. This can likely cause confusion if different files are being s...