Sherry Sergeant

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 May 06, 2024 19:44
• 5 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Returns - Remove "Amended" Toggle

All should mean All.  We shouldn't have to go to a completely different view to see Amended returns.

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• Created September 24, 2025 19:34
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Exchange- allow to select different email templates while in the New Message window

100% agree.  It would be fantastic to have multiple user-created email templates available for Exchange standard messaging.

• View comment
• Created August 05, 2025 19:25
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Alternate to "Add Payment Details"

Agreed.  Many clients get confused by this section.  I love the suggestion of Payment Notes with the fields labeled Amount I paid, Date I paid.  Perhaps you could even have a drop down - How did yo...

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• Created June 03, 2025 20:19
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Invitation to Client Portal

Agreed.

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• Created May 29, 2025 15:59
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer - Note to clients not to upload duplicate copies

Agreed.

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• Created April 18, 2024 12:12
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Returns - columns

Agreed.  Looks like column widths for date, type, and tax year could all be reduced to accommodate longer text strings in name and client ID.

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• Created February 13, 2024 20:32
• 2 votes

1. Community
2. SafeSend Suite - General Discussion
3. E-signatures on Paper-Filed Returns

That is super helpful!  Thanks so much.

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• Created October 08, 2025 17:04
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Safesend Returns Enhancement - Taxpayer vs Spouse Signature Boxes

1000% agree

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• Created September 04, 2025 18:14
• 1 vote

1. Community
2. SafeSend Suite - General Discussion
3. How is your firm pulling data to send organizers in batches? (CCH)

We use the prior year data.

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• Created September 02, 2025 15:17
• 0 votes