Katherine Douglas

Katherine Douglas created a post, September 10, 2025 02:27
Estimate Reminders - allow to go to spouse vs. taxpayer
1. Community
2. SafeSend Suite - Feature Requests
Sometimes the spouse is the more responsive party when it comes to paying estimates etc. It would be very helpful if the estimate reminders didn't only go to the taxpayer or if we could at least sp...
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- 13 votes
Katherine Douglas commented, September 10, 2025 02:25
Sometimes the spouse is the more responsive party when it comes to paying estimates etc. It would be very helpful if the estimate reminders didn't only go to the taxpayer or if we could at least sp...
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- 1 vote
Katherine Douglas commented, February 25, 2025 00:58
Also if the spouse is now deceased, there's no way to remove them. Please provide a solution for this!
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Katherine Douglas created a post, February 10, 2025 18:52
Answered

SafeSend Document Request-Download All
1. Community
2. SafeSend Suite - Feature Requests
The fact that the documents download with each request item being in a folder makes this product unusable for us. If I request a TB, a Balance Sheet, and an Income statement, the fact that each fil...
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- 1 comment
- 1 vote
Katherine Douglas commented, February 10, 2025 18:45
Agreed, Also, creating all the little subfolders for every little document within the zip file creates extra steps.
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- 5 votes