Alyse H.

1. Community
2. SafeSend Suite - Feature Requests
3. Change telephone number after delivery of the return

Hello,  We certainly can see the benefit of allowing them to choose if applicable, however, this is not a feature that is currently implemented. If you would like to submit this as a new request, w...

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• Created November 16, 2022 20:38
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Change telephone number after delivery of the return

We certainly understand the concern with being able to edit the phone number! Any issues with codes going to a phone would only be applicable for firms that have Multi-Factor Authentication turned ...

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• Created November 15, 2022 16:28
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Add the client’s name to the “thank you for your payment email”

Thank you for providing this feedback! We have had other similar requests for a feature similar to this. We have added this information to our internal request and will list details in our product ...

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• Edited November 15, 2022 16:30
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Improve Taxpayer Tax Return experience

This is a great suggestion and we certainly can see the potential of adding this into our 'Walk Me' feature available in the taxpayer experience. We will submit this information to our product team...

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• Created November 03, 2022 21:00
• 0 votes

Official comment

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

This is a great suggestion and we certainly can see why this would be beneficial. We have recently sent in a similar request to this and will be sure to add your firm to the internal request. We wi...

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• Created November 01, 2022 20:33
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Ability to see and search all returns delivered on single screen, regardless of grouped or archived status

Thank you for providing this feedback! We have had other similar requests for a feature similar to this. Our product team has been having discussions on providing a more seamless way to access clie...

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• Created November 01, 2022 20:03
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Upload Attachments After Delivery

Thank you for providing this feedback! We have had other similar requests for a feature similar to this. We have added this information to our internal request and will list details in our product ...

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• Edited November 01, 2022 19:46
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Voucher Reminder Delivery Options

Thank you for providing this feedback! We have had other similar requests for a feature similar to this. We have added this information to our internal request and will list details in our product ...

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• Created November 01, 2022 19:41
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Improve Taxpayer Signing Confirmations

Thank you for the suggestion! We can certainly see why improving this step in the signing process would be helpful for taxpayers. This has been submitted to our Product and Development teams for re...

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• Created October 31, 2022 19:10
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Sending Additional State Returns

Thank you for the suggestion! We can certainly see why a feature like this would be a useful tool. This has been submitted to our Product and Development teams for review.  If this feature is added...

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• Created October 31, 2022 18:39
• 0 votes