Sara DiVito

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Organizer - Finish button

Yes Please! This was the biggest obstacle this year. 90% of our phone calls about SafeSend this year were people getting locked out of their organizers. 

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• Created May 20, 2025 18:45
• 4 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Separate Federal and state tax return bookmarks in the client review module

Yes Please! We got a call recently from a client who couldn't find his state return (there was only one state). Bookmarks would be very helpful.

• View comment
• Created July 16, 2025 21:00
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Update July 2025

This sums up my firm's experience with the new update perfectly. It often feels as though no one who uses the software is involved with updating it. Searching and sorting for returns is a basic fun...

• View comment
• Created August 21, 2025 17:31
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Invitation to Client Portal

Yes, please with the pre-tax season set up request.

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• Created May 29, 2025 17:41
• 1 vote