Nanette Pennetta
Posts
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Answered
Extensions - Client able to sign extensions on their mobile device
Please allow clients to sign extensions on their mobile device. Clients are frustrated that they can sign their tax returns on their mobile device, but not extensions. SafeSend should be consistent...
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Exchange - View Inbox - Sort Alphabetically
When looking to view another staff members Exchange Inbox, the drop down list is not in any order. Please have it sorted alphabetically so it is easy to scroll and find the person you want.
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SafeSend Signatures - Please Add Client View
It would be helpful to have a client view in the SafeSend Signature's in order to be able to check or verify the message the client receives.
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SafeSend Mail Merge- Make Default Signature Required
Currently you need to check the signature required box when placing a signature field in a document. Please change this to automatically require a signature and be able to uncheck if no signature ...
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Group Returns Controller View
Currently the grouped returns controller view is sorted alphabetically. It would be very helpful if the sort had "Awaiting E Sign" at the top. I know the client can use the dropdowns and select, ...
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Group Returns - Delegate Signing Reminder
Currently any delegated grouped return signing reminders only go to the controller. If the return is delegated the signing reminder should go to the delegated signer and the controller. Otherwise...
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SS Returns - Reminders
It would be great to have a reminder option that says "Action Required" Tax Deadline Today Please Sign your E File Forms! or something along those lines. Just sending another regular reminder doe...
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Extensions - Support 1120-REIT
It would be great if SafeSend supported 1120-REIT extensions.
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SS Returns Additional E-Sign Document - Download with Name of Document Type
When downloading an additional e-signed document in SafeSend Returns the name of the file is always "other signed document" It would be very helpful to have the document type that is assigned (i.e...
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SS Returns & SS Extensions-Add Note Option to Actions
It would be very helpful to be able to add a Note to a delivered Return or Extension like you are able in SafeSend Signatures.