Nick Watkins
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Answered
Signature Expiration Settings
Currently, the expiration options to choose from for any document sent through SafeSend Signatures is 6 months to 7 years. For clients that come to us much later in the year, we would want a shorte...
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Answered
MFJ Review Returns Before Signing
From what I understand, when a married couple are sent their returns to review and sign, one spouse gets the returns before the other. The other spouse is only sent an email to review and sign AFTE...
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Answered
Filing Instructions with Respective Returns
Our firm is new to SafeSend, and we've noticed that when sending returns, the filing instructions are all grouped together at the beginning of the returns instead of being placed before their respe...