Katie Smith

Katie Smith commented, May 29, 2025 17:45
Our clients struggled with the two different buttons for Get Started or Axcess Portal. We would love to have our clients set-up and trained to use the portal before January 31st!
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Katie Smith created a post, May 20, 2025 18:47
Answered

Gather Questionnaire Answers Format
1. Community
2. SafeSend Suite - Feature Requests
Can you update the formatting of the questionnaire answers so that it is easier to review once downloaded and added to workpapers? Would be really helpful to see the "yes" answers in a more defined...
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