Heidi Ferrari

1. Community
2. SafeSend Suite - Feature Requests
3. Extensions - Client able to sign extensions on their mobile device

Also, if the Extensions could be part of the "group" function

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1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Extensions

YES!!!!!! Sending 30 plus separately is not good service to the client, they are not happy!

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• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send tax payment voucher set up screen

Hi Stuart, We have found entering and checking dates/dollar amounts on vouchers is easier if it is done from the transmittal tab. The letter is right there and all online payments etc can be done w...

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1. Community
2. SafeSend Suite - Feature Requests
3. Clients being able to access and print organizer BEFORE answering custom questions

Yes, and being able to print the questions would be helpful to some clients.

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• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Tax Payment Confirmations

And if this information could transfer over to the following years organizer (Gather).

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• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Failed KBA - Failure lockout after 1 attempt - IRS allows 3

YES!

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1. Community
2. SafeSend Suite - Feature Requests
3. SS Returns - Reminders

YES!!!!

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