Sherry Sergeant

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

Our firm uses DataScan to pull the information and create the csv file.

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• Edited August 27, 2025 19:23
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1. Community
2. SafeSend Suite - Feature Requests
3. Allow spouses to sign returns concurrently

agree

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• Created August 11, 2025 20:25
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Bring Back "Download Now" in Organizers

agree

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• Created February 03, 2025 13:11
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer - Do Not Allow Pictures of Documents

Agreed.

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• Created April 18, 2024 12:11
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1. Community
2. SafeSend Suite - Feature Requests
3. Custom Questions and Organizer are no longer one step

Agreed.  Our clients are afraid to hit the "Finish" button on the Custom Questionnaire because they aren't finished with their organizer....in fact they tell me they can't find the organizer.  They...

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• Created February 23, 2024 19:03
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Need changes to security on signed documents

I also agree with this post.  The password protected document is basically an image.  It would be nice if the security settings could be adjusted by the firm prior to delivery.  For our firm, we wo...

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• Created December 19, 2023 19:33
• 0 votes