Susan McIlvaine
Posts
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Answered
SafeSend Returns - make link able to access multiple years of tax returns
Enhancement Request - Individual tax return clients - to have access to multiple years of tax returns when clicking on the link. I realize that grouped returns does this, but we do not want to tur...
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SS Organizer and sourc documents
Is it possible to add a button to the organizer module for the client to click, that will alert our firm that they will NOT be uploading source documents? We have many clients that just fill out t...
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SafeSend Exchange and CC
We would like an enhancement that if we add a cc to an email, that the cc recipient will have access to the attachments as well as the TO: email address. It is not always appropriate to put all em...
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Answered
SafeSend Suite-Customer Training
Why is the Customer Training Webinar sign ups not on the SafeSend Suite opening page? We have to dig around on the SafeSend website to find them. Can a link to the Customer Training be added to t...