Alyse H.

Official comment

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

Hi Donnie, Thank you for providing this insight! For scenarios where the taxpayer needs to add more information, we have implemented the 'Notes' section. We may suggest that you advise clients in y...

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• Created March 29, 2023 18:29
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Main menu on left-hand side; Default to expanded instead of collapsed

  Hi Donnie, I have added your firm information to our internal enhancement request. Thank you!  

• View comment
• Created March 23, 2023 19:22
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Show more than 20 entries per page?

Hi Donnie, I have added your firm information to our internal enhancement request. Thank you!

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• Created March 23, 2023 19:19
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers - put Finish button on final page only

Hi Donnie, I have added your firm information to our internal enhancement request. Thank you!

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• Created March 23, 2023 19:16
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Distribute K-1s in Bulk

Tonia, I apologize for any confusion here. There was a previous enhancement that was implemented that allowed for the files to be downloaded into a .ZIP, and this is what I thought you were referri...

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• Created March 16, 2023 15:14
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Distribute K-1s in Bulk

Tonia, this should not be happening. Please send in a ticket to support@safesend.com so a representative can further troubleshoot with you. 

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• Created March 16, 2023 14:15
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Distribute K-1s in Bulk

Hi Tonia, this feature has been implemented since the time of this comment! If the taxpayer selects "Download All", the K-1s will be downloaded into a .ZIP file in separate PDFs. 

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• Created March 16, 2023 14:07
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Allow documents to be uploaded without requiring signature

Hi Karen, thank you for providing this feedback! I think the best way for us to implement this would be by adding an Attachments section, similar to that of returns. While we don't currently have s...

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• Created March 13, 2023 19:21
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. recognizing K-1 recipient email in groups

Hi Shevy, I will be sure to add your firm details to the enhancement request we have on this item!

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• Created March 13, 2023 19:05
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. K1s names need to include the entity

Hi Shevy, thank you for providing this feedback. I see that your firm information has already been added to the enhancement request we have open with our product team. I can confirm that they are w...

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• Created March 13, 2023 18:55
• 0 votes