Alyse H.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Include DRL as part of Delegated Inboxes

Hi Stephanie, I see that this request was already put in on your behalf by our support team! We certainly understand how this would be a useful enhancement to the new feature. We are still in the f...

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• Created January 09, 2024 18:15
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Need changes to security on signed documents

Hi Sherry,  Our product team has an enhancement in our backlog to consider updating the way we place security on documents. I will be sure to add these details to document what you are looking to a...

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• Edited December 27, 2023 19:31
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Request for Sent Items Message History to include Answer to Security Question

Hi Jeff, thank you for the suggestion! This was a handy feature with SSE Legacy and I can see why it would be a beneficial enhancement to the newest version of SSE in the Suite. I will be sure to p...

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• Created December 22, 2023 16:17
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. UltraTax Organizer - "Prior Year Information" Column

Hi Carissa, Thanks for this feedback! I can see how turning these fillable fields 'off' would alleviate some of these issues. I will send this request to our product team to consider updating in fu...

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• Created December 14, 2023 17:31
• 0 votes

Official comment

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

Hi Marty! I can not say for sure if either of these is on the roadmap, although I know we have had other similar requests regarding reminders for invoices.  I will add your firm to this request, as...

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• Created December 04, 2023 22:44
• 0 votes

Official comment

1. Community
2. SafeSend Suite - General Discussion
3. Unable to configure Download ESign webhook using Powerautomate?

Hi Kristina, I have confirmed with our development team that this issue has been fixed since this post. 

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• Created November 10, 2023 16:41
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. In person signatures

Hi Scott, Thanks for providing this feedback. While I am not sure when this will be put on our roadmap, this is something on our radar, as other firms have requested this as well. I will include yo...

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• Created November 03, 2023 19:07
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Overpayment - Applied Penalty

Hi Sara, we certainly understand how this system limitation can cause these errors to occur. Since the penalties and interest fields vary across federal and state forms, we haven't been able to ado...

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• Created October 30, 2023 18:14
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Customize or add more information to the "Your return is signed by all signers" email

Hi Karen, thank you for this feedback! I can see why this would be beneficial for you and other firms. We will send this request to our product team to consider implementing it in a future roadmap. 

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• Created October 12, 2023 16:25
• 0 votes

Official comment

1. Community
2. TicTie Calculate - Feature Requests
3. Please add support for Acrobat Protected Mode

Hello,  We appreciate this feedback! We are currently working through a backlog of enhancement items that we look forward to bringing to the TTC program. I will add this request so we can weigh it ...

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• Created September 19, 2023 17:00
• 0 votes