Aaron Burns

1. Community
2. SafeSend Suite - Feature Requests
3. "Invoice Payment Due" banner

We process our payments outside of the Stripe integration for better control (and to offer ACH processing).  While I like the fact that the banner shows initially, I echo the concerns posted here a...

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• Created October 03, 2025 17:29
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1. Community
2. SafeSend Suite - Feature Requests
3. Ability to change PDF naming syntax

We also would like this feature! 

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• Created June 12, 2025 00:22
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1. Community
2. SafeSend Suite - Feature Requests
3. UltraTax Organizer - Cannot enter Months In Home for a dependent

That's great, thanks very much for the update!

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• Created December 10, 2024 16:29
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1. Community
2. SafeSend Suite - Feature Requests
3. UltraTax Organizer - "Prior Year Information" Column

Just processed a test 2024 organizer and am seeing this as well. I agree; these fields need not be completed by the client!

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• Created December 07, 2024 00:20
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