Alyse H.
Comments
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Hi Nanette, Please review my previous response, as there is a viable workaround to close a signature document! You can also turn off automatic reminders for a document by following these steps: Se...
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I am pleased to let you know that this feature has officially been added to the Signatures module and we plan to implement it as we continue to update the design for the other modules within the Su...
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I am pleased to let you know that we will be implementing something similar to this in our product release at the end of the month. You will find that the navigation menu will save based on the las...
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Official comment
Hello All, this is a very common request we have seen over the years. No guarantees on when we will see this implemented, but we can assure you we already have it on our roadmap!
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Official comment
Hi Nanette, thank you for this feedback. With our 10/27 product release, clients will now have the ability to continue uploading documents until the firm has selected to close out the request. If t...
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Official comment
Hello All, we are working to update this new update so that 2024+ Amended returns will appear alongside all other returns!
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Official comment
Hi Jennifer, thanks for reaching out! Our email notification does notate in the Notes section if a payment is set for auto-withdrawal. Please see my screenshot below!
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Official comment
This is something we have recieved feedback on before, and could be useful for multiple modules within SafeSend. Thanks for the suggestion!
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Official comment
Hello All, this was a known issue that came up shortly after our Q2 product release. We have since updated the list to include these file types. If you do not see a file type that you need to have ...
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Official comment
Hi Nanette, while we certainly understand the need to support prior year amended returns, this is likely something that will not be implemented, as training all returns/forms already takes a big wo...