Marty Farnham
Posts
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Bring Back Fixed page width to Delivered returns page
I absolutely HATE the need to scroll left & right or remove columns to see all columns on the returns (send, delivered, archived) pages - why can't you allow us to change the column widths, or at t...
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Secure File Dransfer DRL - multiple participants
Previous Feature Request marked as completed, but the answer given was not applicable to the request. Please review and add this to urgent feature requests - it absolutely does not make sense to ha...
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Organizer Name Sort - asking since 2023!
I have found posts dating back to 2023 asking for the sort on the Client Name column of the Organizer delivery module to be changed from first name to last name. Can anyone tell us why this hasn't ...
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Answered
Community Page Hack
Why did we not hear from anyone at SafeSend last week when the SS Community page was hacked on 5/31? Since I follow all the boards, I received about 30 emails from advertisers who spammed the page ...
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Answered
7203 to K1
Using Lacerte for 1120S returns, form 7203 and state SH summaries end up loading as the first pages of the tax return, requiring us to manually move them to the K1, where they end up appearing befo...
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Completed
Invitation to Client Portal
We would like to allow clients to access the portal, but during tax time is not the best time to do it - we'd love the ability to send an invitation email out in November, say, that would enable cl...
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Answered
Document Request List - Send One DRL to TP & Spouse
The document request list needs to be accessible to both TP and Spouse, or if there are multiple people w/in a company that contribute documents, we should be able to create one request that is sen...
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Answered
Doc Request List - Attach files for client to complete
It would be great if we could send a file along with a DRL - our clients struggle greatly with the SS Organizer - we'd love the ability to send them a questionnaire pdf that they can quickly fill o...
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Planned
Document Request Message From Tax Preparer
The message from the tax preparer should be the first thing the client sees when they open a DRL - we like to include instructions for uploading and clients aren't seeing them because they don't kn...
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Answered
Document Request Lists "Submit Request" Button
The button "Submit Request" on the client's document request list upload portal is very confusing for clients. They think it's a button to ask us for documents. Requesting a change "Uploads Comple...