Dianna Bourque

1. Community
2. SafeSend Suite - Feature Requests
3. Future Updates?

We really need an easy way to see who has set up a portal and who has not.  We need to know who needs help with the process.  

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• Created September 10, 2025 16:33
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Allow spouses to sign returns concurrently

PLEASE

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• Created September 10, 2025 16:36
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Ability to duplicate custom questions list

This is our biggest complaint about the questionnaire, because most questions stay the same, but there are a few new ones each year the ability to duplicate and make changes would save us hours eac...

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• Created May 27, 2025 17:33
• 0 votes

1. Community
2. Product Release Notes
3. SafeSend Product News - October 26th, 2024

This is exciting, when will the client portals be available?  

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• Created October 26, 2024 20:29
• 0 votes