Alyse H.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Group Returns K-1 Distribution Tracking

Hi Lavonda,  I can see why this would be a beneficial addition to the other status's available. Thank you for the feedback! 

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• Created August 09, 2024 20:14
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Auto-population of e-mail addresses in SafeSend Signatures

Hi Alison,  This is a great suggestion. I agree that sometimes those misspelled emails can be a little irritating to see appear. I will be sure to pass this feedback over to our product team. Thank...

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• Created August 09, 2024 20:00
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Allow Clients to Turn Off Reminders

Thank you for the wonderful suggestion! Adding in more prompts and action items for the customer without them having to open the access link could be very beneficial. We will make sure to provide t...

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• Created July 30, 2024 19:13
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer Complete Auto-Generated Email

Thank you for providing this feedback. We have received a ton of feedback on the client experience for Organizers and have notified our product team of some of the great suggestions! 

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• Created June 20, 2024 17:23
• 0 votes

Official comment

1. Community
2. TicTie Calculate - Feature Requests
3. New feature that automatically adds comments

We certainly understand how this new feature can be a bit distracting. Luckily, there is a setting in Adobe that will remove this comment box from your view. Follow these steps: Locate the Prefere...

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• Created June 20, 2024 17:16
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Document Request Lists "Submit Request" Button

Thank you for the feedback! I have submitted this to our product team for consideration. I agree that it would be helpful to have some more clickable options for clients who would like to upload mo...

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• Created June 18, 2024 17:19
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SS Organizers for 1041s & Custom Questions

Hi Krystina,  I have submitted this request to our product team for consideration! It is unlikely we will support 1041 Organizers in the near future, but the latter part of this request is definite...

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• Created June 17, 2024 17:23
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Returns - make link able to access multiple years of tax returns

Thank you for this suggestion. As we expand on our Client Management database, we are considering new ways of providing more client access to previous sent/delivered items across all modules. We lo...

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• Created June 17, 2024 17:11
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Organizers Client Tracking Reporting

Hello, I can see why this would be a beneficial feature and would provide the firm with more data for better efficiency. I have added both of you to the internal request to see something like this ...

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• Created April 04, 2024 19:12
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Window for Returns/Extensions Saved Message is too small for Client

Hi Jennifer,  Thank you for bringing this to our attention! I can see how the smaller screen that requires scrolling could cause some customer confusion. I have put in a request on your behalf to c...

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• Created March 29, 2024 16:26
• 0 votes