Tricia Walworth
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SafeSend Exchange Outlook Plugin - Request for clarification on number of files that can be sent
I'm trying to confirm the maximum number of files that can be sent via the SafeSend Exchange Outlook plugin. We have a couple clients with a large number of K-1s (one client has 81 K-1s) so I was t...
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Answered
SafeSend Organizers - We Received Your 2024 Completed Organizer - Please Update Wording
We find the wording in the automated email that goes out to clients when they click the "Finish" button in their organizer to be misleading. See copy below: *** Your 2024 Organizer Hi [Client Name...