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Sarah Zimmerman

  • Total activity 10
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Recent activity by Sarah Zimmerman
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  • 8879 ERO Signature and Date

    1. Community
    2. SafeSend Suite - General Discussion

    I'm wondering what other firms are doing when sending returns for e-signature - are you having your software fill in the ERO name and signature date automatically on 8879?  Is this allowed by the I...

    • Created
    • 2 followers
    • 0 comments
    • 1 vote

  • SMS/Text

    1. Community
    2. SafeSend Suite - General Discussion

    Has anyone had troubles with SMS/Text MFA not working when the Security Settings are toggled on to SMS/Text and Client Management has a mobile number present but the code is still defaulting to cli...

    • Created
    • 1 follower
    • 0 comments
    • 0 votes
  • Answered

    Client Portal Mobile and Tracking

    1. Community
    2. SafeSend Suite - Feature Requests

    Mobile friendly Client Portal would be great, many clients not in the workforce are using phones or tablets.  It would also be great to know if a client has actually logged in and created their por...

    • Created
    • 4 followers
    • 1 comment
    • 5 votes