Katherine Douglas

1. Community
2. SafeSend Suite - Feature Requests
3. My Downloads

Agreed, Also, creating all the little subfolders for every little document within the zip file creates extra steps. 

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• Created February 10, 2025 18:45
• 5 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Payment reminders

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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• Created September 10, 2025 02:25
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer - Allow users to Add or Remove a spouse due to the change in client's filing status for current year

Also if the spouse is now deceased, there's no way to remove them. Please provide a solution for this!  

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• Created February 25, 2025 00:58
• 1 vote