Ji Yun Im
Posts
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Answered
Link Multiple Tax Returns - Client Portal
We’ve had several clients ask whether it’s possible to have a single Client Portal login that allows them to access and manage all of their returns in one place. Many of our clients have both perso...
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SafeSend Organizer Notes
Could it be possible for SafeSend Organizer action section have a option for document notes just like SafeSend Signature?
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SafeSend Organizer - Finish button
We've received feedback from several clients that the "Finish" button within the Organizer has been a source of confusion—particularly when compared to the "Save and Continue Later" option. Clients...
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Safe Send Organizer Uploading of documents
I wanted to share some recurring feedback we've received from multiple clients regarding the Organizer interface. Several clients have expressed confusion when uploading documents—specifically: W...
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Client Portal
If a client set's up an account to their portal instead of clicking "Let's get Started" We don't have any access to there portal or tracking details. Just like the other products, we should be able...
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SafeSend Exchange Setting
It would be good if users can choose who receives there email notification when a client has uploaded documents. right now you can opt in for one person to receive all email but no option by each u...