Nanette Pennetta
Posts
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Answered
Uploaded E File Authorization Forms - Unsigned
Is there a way for SafeSend to verify an uploaded 8879 or other e file authorization forms are actually signed? Clients frequently upload unsigned documents and/or typed in names that are not manu...
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Locked Returns - Client
It would be helpful when a client locks themselves out of their return the automated message they receive includes the taxpayer name. We have clients with multiple entities as well as personal tax...
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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.