Austin Schlatter

Total activity 9
Last activity October 09, 2024 21:00
Member since January 09, 2024 16:11

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Austin Schlatter created a post, October 09, 2024 21:00
Answered

In-Office Signing for Non-Tax Returns
1. Community
2. SafeSend Suite - Feature Requests
Would like to be able to have clients sign non-tax return documents (engagement letter, bank disclosure, promissory note, etc.) in the office. Could work the same way as signing a tax return only i...
- 4 followers
- 1 comment
- 6 votes
Austin Schlatter created a post, January 09, 2024 16:11
Planned

SafeSend Exchange Mobile Upload
1. Community
2. SafeSend Suite - Feature Requests
Would like clients to be able to click on a drop off link from their mobile device and be able to take a picture and/or upload documents/files. Currently this is what is received when trying this a...
- 3 followers
- 1 comment
- 4 votes