Kelly Howard

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Returns - make link able to access multiple years of tax returns

Agree

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• Created August 20, 2024 18:45
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. See ALL returns in Delivered and Archived, including amended returns

Agree

• View comment
• Created August 13, 2025 13:05
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Gather Enhancement Request

Our firm is having problems with clients clicking finish when trying to go to the next page of the organizer. It is not clear how to move to the next page of the organizer. 

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• Created February 24, 2025 14:02
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Adding "Signing Completed Date to Delivered Returns

We just had a situation where our filing Bot was turned off with out our knowledge. When we figured out it was off we tried to get some sort of report to be able to see what returns the Bot missed ...

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• Created September 11, 2024 01:06
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SS Returns Additional E-Sign Document - Download with Name of Document Type

Agreed, we spend time opening each document to see what is included and then relabel to save in our filing system. 

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• Created September 11, 2024 01:00
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Voucher Reminders - multiple recipients

Our clients would benefit from this enhancement as well. Several tax payers are not the person in the household who makes the payments it is the Spouse. Unfortunately the tax payer does not always ...

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• Created September 11, 2024 00:46
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Exchange - "Body" is hidden

I completely agree we thought our clients just were not responding only to find out that they were not seeing our questions. The work around is not acceptable as this is to be a secure message. I h...

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• Created June 20, 2024 19:08
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Variables List - ERO Email Address Add

This would definitely be beneficial.

• View comment
• Created September 07, 2023 15:36
• 0 votes