Kelly Synek

1. Community
2. SafeSend Suite - Feature Requests
3. Consider Replacing “A note from Tax Preparer” Pop-Up Title in Exchange

We have Wealth Management personnel and Audit Personnel who use this regularly and the messaging is inaccurate as they are not tax preparers.  I am in total agreement to updating it with something ...

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• Created December 11, 2025 16:35
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1. Community
2. SafeSend Suite - Feature Requests
3. Group Returns - Delegate Signing Reminder

Agreed!

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• Created September 24, 2024 14:58
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1. Community
2. SafeSend Suite - Feature Requests
3. Voucher Reminders - multiple recipients

I agree!  Just yesterday a client reached out about this.  

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• Created September 11, 2024 13:25
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1. Community
2. SafeSend Suite - Feature Requests
3. Correct document sent in Signatures

I have thought this often with SSE as well.  The ability to recall and pull it back would be wonderful.

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• Created August 29, 2024 16:25
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