Brandon Farmand

1. Community
2. SafeSend Suite - Feature Requests
3. Ultratax Engagement Letters & Bank Account Verifications

Disappointed that it doesn’t appear UltraTax bank account verification forms weren’t addressed for auto e-sign recognition in todays update.

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• Created January 25, 2025 15:02
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Add SSA-1099 forms as a recongizable form for DRL in Gather

Disappointed this wasn’t addressed in todays update, for UltraTax organizers.

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• Created January 25, 2025 15:01
• 0 votes

1. Community
2. SafeSend Suite - General Discussion
3. Turn automatic signing reminders back on

Alyse, thank you for the reply. I guess I really just don't understand the reason for the programming in the first place. Even if someone was filing late, after the due date, why wouldn't we want s...

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• Created November 11, 2024 16:24
• 1 vote

1. Community
2. Product Release Notes
3. SafeSend Product News - October 26th, 2024

What is the process to re-enable automatic reminders after the due date? We are on hurricane extension here in Florida, so 10/15 is not applicable to us. This help article reference in this FAQ doe...

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• Created October 29, 2024 16:51
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Failed KBA - Failure lockout after 1 attempt - IRS allows 3

Chelsy, thank you for providing some information. It would be nice if the user tracking showed that. Right now it just shows KBA failed. It would be nice if it showed KBA attempt 1 - fail, attempt ...

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• Edited October 15, 2024 15:14
• 4 votes