Conner W.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Document Request List - Send One DRL to TP & Spouse

Hello Marty! I have added this as an Enhancement Request for our teams to review! Thank you for your input.

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• Created June 25, 2025 21:26
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Doc Request List - Attach files for client to complete

Hello Marty! I'm happy to submit this as an Enhancement Request! The Document Request List is a feature solely meant for retrieving documents from the client, so in the interim, I recommend sending...

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• Created June 25, 2025 21:06
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Return - Invoice Paid Update Option

Hello R! I have added your firm information to our Enhancement Request for this. Our Product and Development teams will review it! If you have any other product design requests, please let us know.

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• Created June 25, 2025 21:02
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Invoice Payment Due Reminder and Forward

Hello Michelle! I have submitted this as an Enhancement Request, thank you for your feedback!

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• Created June 25, 2025 20:59
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers - Initial Signer

Hello Adam and Ruth! I've added you both to our existing enhancement request for this feature, to increase visibility for our teams to review! Thank you for your input. If you have any other reques...

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• Created June 25, 2025 20:55
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Exchange Outlook PlugIn

Hello Kenneth! I will submit this as a request to attach just the link, but you should be able to customize the message text before delivery through Outlook! You can select, delete, and type out ad...

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• Created June 25, 2025 20:48
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Extensions - Need Paper File Tab

Hello Melissa and Gretchen! I have added this to our Enhancement Request list for our teams to review! Thank you so much for your suggestion. If you have any other requests, we appreciate hearing t...

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• Created June 25, 2025 20:46
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Gather Questionnaire Answers Format

Hello Katie! Thank you for your input! I've passed that along to our Product and Development teams for consideration. If you have any other requests, please let us know!

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• Created June 25, 2025 20:42
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. CCH Import: Custom Print Sets

Hello Summer! I've brought this to the attention of our Product and Development teams. They will review this, determine if it is possible, and slate it into future releases if it can be implemented...

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• Created June 25, 2025 20:32
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. CPACharge-surcharge

Hello! We have passed this along to the relevant teams working with CPACharge. Any adjustments made to the integration will be announced in our Product Release Notes channel as well as our update n...

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• Created June 25, 2025 20:24
• 0 votes