Sarah Dill
Activity overview
Latest activity by Sarah Dill-
Sarah Dill created a post, CompletedPayments Paid Button
Is there anything in the works that will allow the client to mark their payments as paid in SafeSend? It would be great if when the client marks their payments as paid in TaxCaddy, SafeSend allow...
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Sarah Dill created a post, CompletedNotification to Client that eisgnatures were accepted
We get several questions from clients asking if they have completed the signature process correctly. They tend to overlook the "You have completed the required steps" statement on the landing page....
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Sarah Dill created a post, CompletedNotification if a Return was already delivered
We have issues every year with not recalling returns if they have to be redone after the initial delivery. It would be great if the system would prevent us to upload a new return if that return had...