Alyse H.

1. Community
2. SafeSend Suite - Feature Requests
3. K-1 naming convention

Hi Yocheved, thank you for providing this feedback. We do have an open request with our product team on this matter and are working to implement this, although I do not have an ETA at this time. I ...

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• Created March 13, 2023 18:51
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Official comment

1. Community
2. TicTie Calculate - General Discussion
3. Terminal Server

Hi Brent,  We apologize for the delay in getting back to you on this! We do not currently have an ETA on when we will have a terminal server version of TTC, although this is an item that is a prior...

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• Created March 08, 2023 16:54
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Official comment

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

Hi Phillip, at this time there is no way to choose how many entries will appear on the page. Many firms will utilize the filters to see the exact returns they are needing, although I can see how it...

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• Edited March 08, 2023 16:47
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Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Controller Dashboard Mobile Device update

Hi Andrea, thank you for providing this feedback! At this time, grouped returns is not compatible on mobile. I can confirm that a priority we have for this year is to revamp the grouped returns fea...

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• Created March 07, 2023 20:22
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Client login; Can taxpayers have a username and password rather than using a link every time?

Hi Phil, I cannot say for certain if a change like this is being considered, although this would require a complete redesign of the software. An update like this would likely not be in the foreseea...

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• Created February 23, 2023 16:58
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Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Streamline the revised estimate process

Hi Nancy, these are all great suggestions! I was able to take a look at your account, and it looks like your CSM has submitted these to our product team on your behalf.  Regarding your first point,...

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• Created February 22, 2023 17:07
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Official comment

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

Hi Phil, I can certainly see why having the menu pulled out may help users better understand where to navigate for other modules and resources. Thank you for this feedback!

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• Created February 21, 2023 21:19
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Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Login problems - stuck on the “Loading Application… Please wait” screen

Hi Phil, I am glad to hear that you had a colleague familiar with this and was able to direct you to this article to resolve your issue!  I can certainly see why providing a link or more informatio...

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• Created February 20, 2023 20:04
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Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Grouped Returns - Status Change

Hi Georgia! As we work to revamp our grouped returns feature, we certainly appreciate this feedback. While the option to change the status of a return does not appear at the top, as you see in the ...

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• Created February 09, 2023 18:30
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Auto Add Client Names - SS Signatures Message / Email

Hi Chelsea, I did find another request submitted on your behalf to consider adding variables to the Client Instructions for Signatures. Something like that would likely help alleviate the confusion...

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• Created February 06, 2023 19:46
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