Bridgett Marcell

1. Community
2. SafeSend Suite - Feature Requests
3. Returns View

Agreed. Each user should be able to customize their view and save their option as a customized filter.

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• Created August 04, 2025 12:24
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Returns - Remove "Amended" Toggle

Agreed! Very confusing, especially when some of our returns are amended, but not all are hidden in the amended toggle section. That toggle makes no sense at all; just list all returns in the same a...

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• Created December 17, 2025 13:14
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Amended Returns

My firm amends returns often by adding an "X" to the client number. I don't know if this helps.

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• Created July 18, 2024 20:01
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Ability to use Safesend for state returns only

Our firm experiences this at the beginning of each tax year when the US forms are ready before the our state, so I can't process the state without the federal at a later date. This would be a great...

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• Created July 18, 2024 14:52
• 0 votes