Alyse H.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Paper-Filed Return Delivery

Thanks for the feedback! I can certainly see how this would be a beneficial addition to our supported return types. I am not sure if our product team has anything like this planned in the near futu...

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• Created January 29, 2024 21:19
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send Signature - KAB Option

Hi Caramai,  While we understand that KBA is crucial to ensuring IRS compliance, we have not yet implemented it for business reasons. Signatures was not initially designed to send out Tax Returns a...

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• Created January 29, 2024 15:20
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Voucher Data - As soon as possible

We have had many similar requests to this! I will add both of your firm information to our existing request. Thank you!

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• Created January 26, 2024 21:36
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send - Returns

Thanks for the feedback! We do have the ability to add custom user roles in our backlog. This may take some time to develop, but we do plan to provide more customization with the user roles & permi...

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• Created January 26, 2024 19:22
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send Signature - Option to turn off type signature

Hi Tammy,  Thanks for the feedback. We have had other similar requests where firms want do the opposite and enforce the 'Type' signature option. Regardless, I can see why it would be beneficial to ...

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• Created January 26, 2024 18:21
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send Exchange - DRL Viewing

Hi Tammy,  Thanks for the feedback. We are planning to roll out more options for DRL when it comes to MailBox Delegation. I don't have an exact ETA, but I can assure you that this is in the works!

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• Created January 26, 2024 18:12
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send Signature - Option for only sender to see signed document

Hi Tammy,  I can see how this would be a beneficial enhancement! I will put in a request to be able to restrict access to documents from other firm admins. Thanks!

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• Created January 26, 2024 18:07
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send Signature - KAB Option

Implementing KBA into Signatures is something we have on our radar. Our product team needs to analyze the market landscape and see how we can fit it into our product model. I will be sure to add yo...

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• Created January 26, 2024 18:02
• 0 votes

Official comment

1. Community
2. SafeSend Suite - General Discussion
3. SafeSend Extensions - Tax Payment Due Date

Hi Dawn,  We ask that you send in any support-related issues to support@safesend.com or you can use the Report a Problem option to send in a ticket. This will ensure that we can thoroughly troubles...

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• Created January 25, 2024 21:32
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. 7216 Consent Letters

Hi Lacey,  Thanks for bringing this to our attention! I can certainly see why this would be an important setting to ensure compliance. I will make sure to get this reported to our product team to c...

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• Created January 25, 2024 21:22
• 0 votes