Alyse H.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Add ability to forward Exchange messages from Delegated Mailbox

Hi Matt,  I can certainly see why this would be beneficial for your firm and many others! I am not positive if this is something on the roadmap, but I am happy to put this feedback into our product...

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• Created January 19, 2024 20:13
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Moving Pages in SafeSend Returns - Feature request

Hi Gina,  You do have the option to move the form to the E-Sign Documents section, although we don't necessarily recommend this since it does not technically fall under that category.  Many of our ...

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• Created January 19, 2024 19:58
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Exchange Email Delivery Tracking

Thanks for this suggestion! I can certainly see how a feature like this would be a beneficial enhancement. I will add both of your firm information to the request. 

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• Created January 15, 2024 17:38
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Voucher Reminders - multiple recipients

Rebecca, I have added your information to this request! 

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• Created January 15, 2024 17:33
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Invoice Reminders

Hi Diane,  We will add your information to this request! As a workaround to the latter issue, clients can now forward any tax documents during the review step AND after they have signed. This does ...

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• Created January 15, 2024 17:29
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Client view bookmarks on returns

Hi Catherine,  Is this screenshot you are showing from the 'Review Tax Documents' screen? This may also be due to the uploaded return and the bookmarks from the actual PDF. This is where the inform...

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• Created January 11, 2024 22:16
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Voucher Reminders - multiple recipients

Hi Sherry,  Thanks for the feedback! While the vouchers are sent to both spouses for 1040's, this is not the case with other return types since there is only 1 email to put in. I will be sure to su...

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• Created January 11, 2024 22:09
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Client view bookmarks on returns

Hi Catherine,  Thanks for providing this feedback. On the step where the client reviews the tax return, the bookmarks appear on the right-hand side and they can click through them (see image below)...

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• Created January 11, 2024 22:05
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Support 990 Return Types

Hi Aaron,  We are supporting 990's starting this season. You can view our Hot Topic here- https://support.safesend.com/hc/en-us/community/posts/22665455543315-SafeSend-Returns-990-Return-Support

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• Created January 10, 2024 21:11
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Exchange Mobile Upload

Hi Austin,  Thanks for this feedback! Mobile compatibility for drop-off links is one of the SSE legacy features we plan on moving over to the Suite! I do not have an ETA, but I do want to assure yo...

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• Created January 09, 2024 18:22
• 0 votes