Alyse H.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer Source Documents

Hi Marty,  Thank you for this feedback! If we understand this correctly, you would like the uploaded source docs to be included with the download organizer. Essentially, you would like documents pr...

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• Created May 24, 2023 16:26
• 0 votes

Official comment

1. Community
2. Product Release Notes
3. April 29th 2023 Product News for the SafeSend Suite

Hi Robert. All of these items were released on April 29th, 2023. The SafeSend Suite is an always updated web application, so there is no version number to reference. All these modules are located i...

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• Created May 18, 2023 18:09
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Invoices?

Hi Amanda,  Thank you for providing this feedback! We can see how this would be a handy feature for you and other users. We will pass this along to our product team for consideration. 

• View comment
• Created May 16, 2023 14:19
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Client View

Hi Klaire,  The purpose of Client View is to go through each step as the client would so you can replicate their experience, especially during a situation where you may be trying to troubleshoot wi...

• View comment
• Created May 05, 2023 16:17
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Provide a "trust this browser" option for MFA

Hi Jon! I am happy to hear you were able to locate these settings. For more information, you can view our Multi-Factor Authentication for Firm Users. Have a great day!

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• Edited April 26, 2023 19:12
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers - sort grids by Last Name

Thank you for providing this feedback on our community channel. It does look like this has already been submitted on your behalf through a support ticket! I am not sure if this is on our current ro...

• View comment
• Created April 26, 2023 19:09
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Include client ID/email in addition to name in notifications

Hi Jon,  In relation to your other request, this is an ER that is on our roadmap. I will be sure to add your feedback to our internal ticket. Thanks!

• View comment
• Created April 26, 2023 18:50
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers - Include Spouse Name as an available search/sort/display column in all grids

Hi Jon,  Thank you for providing this feedback on our community channel. It does look like this has already been submitted on your behalf through a support ticket! I do also want to assure you that...

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• Created April 26, 2023 18:49
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Organizer - Add Additional Pages

I see what you're saying! I will go ahead and submit a request to see if we can implement other options for taxpayers who need more fillable areas to enter all their information.  Thank you!

• View comment
• Created March 30, 2023 19:47
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers - "Document Upload" Button Change Request

Hi Carissa, Thank you for providing this feedback! It looks like this Enhancement was submitted by Montana on your behalf. We will have our product team look at this request and consider it against...

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• Created March 30, 2023 19:39
• 0 votes