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Adam Rutherford

  • Total activity 11
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Activity overview

Latest activity by Adam Rutherford
  • Adam Rutherford created a post,
    Answered

    Organizers - Initial Signer

    1. Community
    2. SafeSend Suite - Feature Requests

    We think it could improve the experience for our clients if either the taxpayer or the spouse could sign the engagement letter first without having to pick which one. We send out organizers in batc...

    • 6 followers
    • 2 comments
    • 11 votes
  • Adam Rutherford created a post,
    Answered

    Document Request Details

    1. Community
    2. SafeSend Suite - Feature Requests

    Please add a way to  see what was entered under the "Enter Document Description" box after we've sent a document request. I know the client can see it, but I can't see it anywhere on our end.

    • 2 followers
    • 1 comment
    • 1 vote