Nanette Pennetta
Posts
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SSR Able to Add Additional Recipient After Return is Delivered and/or Signed
The new enhancement to be able to add an additional recipient while processing a return is great! However, a lot of times the request comes after the return is delivered and even signed. To also be...
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Client Portal-Sign In Clarification
Please change the Client Portal sign in to have the Email ID and PIN on the same page along with the option to select Forgot PIN. The majority of our clients are having a problem with this and ge...
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Extensions - Need Filter or Sort Option
Please add a way to filter or sort extensions now that they are being done in SafeSend Returns! Also, if you export to Excel there is no indication that it is an extension either.
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Extensions - Able to Sign on Mobile Device
Does anyone else think it is important for clients to be able to sign their extensions on their mobile device? I posted an enhancement request over 6 months ago and it has not been addressed. I a...
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SafeSend Returns - Client Tracking History Available Prior to Recalled Return
Please make the client tracking history available prior to a return being recalled. When a taxpayer receives a return and accesses it numerous times without signing we follow up with an email to ...
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Draft Returns - Confirm, Recall or Undo
Why is the Draft Return toggle at the bottom of every section right next to the back button? I accidentally turned on the toggle for Draft return and didn't realize until the return was delivered....
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Client Portal - Able to Delete Downloaded Documents
There is currently no way for a client to delete documents that they have downloaded on the client portal (from a SafeSend Exchange email). If they download the document multiple times, they canno...
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Gather Recent Release Disappointing
Conceptually, Gather is amazing! Practically, it is not quite there yet. The AI recognition of documents falls extremely short and requires you to go through each document manually which is not s...
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Completed
Gather - Include Save & Close Option in the Pop up with Confirm & Cancel
When clicking on Next in SafeSend Gather, it would be very helpful to include the Save & Close option in the same pop up as Cancel and Confirm. Clients are going to Confirm not realizing they cann...
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Answered
Amended Returns - Support Prior Years
It is great that SafeSend now supports amended returns, however, they are only supported for the 2024 tax year. Please update to include at least a few years prior to 2024.