Heidi Ferrari

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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• Created January 22, 2025 20:33
• 1 vote

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

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

• View comment
• Created November 13, 2024 20:07
• 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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• Created October 15, 2024 14:42
• 0 votes

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

YES!!!!

• View comment
• Created September 17, 2024 16:13
• 0 votes