Marty Farnham

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer Source Documents

Yes, the source documents are difficult to manage as individual pdfs, so when they are submitted within the organizer, it would be nice to have one pdf that includes the organizer pages and the sou...

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• Created May 24, 2023 16:33
• 6 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SS Exchange Print Message

Thank you for the tip!

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• Created February 20, 2024 14:05
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send Signature - KAB Option

Agreed!

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• Created January 26, 2024 14:05
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Group Returns - View E-Signed on Main Page

Yes, please!

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• Created August 01, 2023 15:44
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Ability to see and search all returns delivered on single screen, regardless of grouped or archived status

Any progress on this?  It looks like the ability to archive grouped returns has been "planned" for more than a year now... thanks!

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• Created June 27, 2023 14:28
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Update Contact Info

Any more information on this yet?

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• Created June 22, 2023 13:58
• 0 votes