Nanette Pennetta

1. Community
2. SafeSend Suite - Feature Requests
3. Transmittals tab to show all payments & refunds

Yes, it would be helpful to be able to verify overpayments and payments due in one place and be able to add or modify in one place as well.

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• Created October 01, 2024 20:17
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Ability to use Safesend for state returns only

Agreed. We have the same issue!

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• Created April 17, 2024 16:11
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. System Generated Emails - Add Name of Client

This will also allow the client to search for a particular entity and not have to click into each email to find what they are looking for.

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• Created April 16, 2024 22:06
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Multiple recipients for groups

Agreed.  Have had multiple clients ask for this.  It would be great if we could designate a signer and then have an opportunity to CC a person who can view/download vouchers, etc.  

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• Created April 16, 2024 21:27
• 0 votes