Alyse H.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Multiple Contact Roles

Hi Brandon, Your CSM will be reaching out to you regarding this matter and discuss any best practices we recommend for these notifications. 

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• Created September 11, 2023 22:39
• 0 votes

Official comment

1. Community
2. SafeSend Suite - General Discussion
3. Mobile Client Experience

Hi Marty, while we do have plans to enhance the mobile experience, we don't have any big changes coming before this next tax season.  Mobile updates can take some time, although I do want to assure...

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• Created September 11, 2023 17:05
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Variables List - ERO Email Address Add

Hi Dolly, thank you for the suggestions!  Regarding the contact information being available to the client, this is already a function. The client will select 'Contact' at the top of the screen and ...

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• Created September 07, 2023 20:34
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Signature Outlook Plugin

Hi Jeff,  Thank you for the feedback. I see that Chelsy has already submitted this request on your behalf. I have added a few additional notes as well.  Let us know if you have any additional quest...

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• Created August 31, 2023 13:56
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Client Manager Default Add

Hi Marty,  Thank you for this feedback! I definitely see why having a setting like this would be a nice add-on to the Client Management feature. I have added this request to our product team to con...

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• Created August 31, 2023 13:48
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Update Contact Info

Hi Marty, I apologize for the delay in following up on this. My development team is able to confirm that per the current design, if an MFJ return is Partially Signed or E-Signed, all the fields exc...

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• Created August 30, 2023 14:01
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Client Manager - CCH Client ID

Hi Cindy,  We certainly understand the concern here! Our product team is working on a way to enhance our initial recognition process when it comes to reading the Client ID from the PDF name.  While...

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• Created August 25, 2023 15:05
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Add 1120F as supported return type

Hi Monte, Thank you for the suggestion! I see that your CSM, Kelly, has submitted this request on your behalf.  Let us know if you have any other questions!

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• Created August 25, 2023 14:54
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Recognize Ohio School District separately

Hi Mary, thank you for this feedback! We do our best to recognize as many forms as possible, although for some states (such as Ohio) there are cities/districts that push their own forms and it's ha...

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• Created August 14, 2023 14:24
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Deeper CCH Axcess Integration

Hi Marc, thank you for this feedback. I am happy to let you know that we are working on requests similar to these and look forward to providing more integration with CCH in the future!

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• Created August 11, 2023 16:03
• 0 votes