Misty Huffman

1. Community
2. SafeSend Suite - Feature Requests
3. Client Portal Naming Convention - 2025 Tax Year

Yes, I am really hoping this is corrected before the next tax year. I have clients that uploaded in the organizer and exchange so they have documents in 2024 and 2025. It will be a pain next tax se...

• View comment
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Portal - Multiple Logins

This has been an issue for us as well. I hope this will be resolved.

• View comment
• 0 votes

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

Calls every single day about this. It is really getting tiring to explain and then reopen the organizers!

• View comment
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Clients Not Leaving "Uploads" List When Downloaded

Yes, me too. I just sent a message to support. Items that I downloaded yesterday are showing up in the  Upload column and when I view the docs, they are showing as not downloaded and no download da...

• View comment
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Portal

Yes, us too. They don't realize when they get to the portal page they need to Sign Up for the portal and not just enter their Email ID.

• View comment
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Clients being able to access and print organizer BEFORE answering custom questions

SafeSend, please add this feature as soon as possible. I am getting continuous phone calls from clients that like to print it and hand write on the organizer before they proceed electronically. I h...

• View comment
• 1 vote