Nanette Pennetta
Posts
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Answered
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.
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Organizer - Do Not Allow Pictures of Documents
Do not allow clients to upload pictures (jpeg) of documents!
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Organizer - Note to clients not to upload duplicate copies
It would be helpful to put a note to clients not to upload more than one copy of a document even though there may be multiple areas for the information. For example a 1099-Consolidated report may ...
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System Generated Emails - Add Name of Client
The system generated emails for to "Sign Your Tax Extension" does not list the name. For clients with multiple entities this is frustrating to them. Also, when clients ask for assistance with a...
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Answered
Extensions - Ability to Group Extensions
Be able to create "Group" Extensions. Clients with multiple entities are complaining that it is frustrating having to request access codes for each entity and getting timed out and having to reque...