Conner W.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Ultratax Engagement Letters & Bank Account Verifications

Hello Bradley! Thank you for the recommendation! A few other firms have requested this, so I've added your firm to the list so our teams know that additional users are asking for it. I don't have a...

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• Created October 09, 2024 22:00
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Group Returns Controller View

Hello Nanette! This is a great idea, and one we've passed along to our Product and Development teams for review. Changes to the client experience that can maximize their experience are always very ...

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• Created October 01, 2024 23:21
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Transmittals tab to show all payments & refunds

Hello Gina! Thank you for this feedback. We've added it to our Enhancements list for review by the teams responsible for making these changes! For now you can review the refunds via the Client Info...

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• Created October 01, 2024 18:21
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send Returns - Delayed Delivery

Hello Trent and Ryan! Thank you for providing us with this feedback. I've added you both to the list for this particular enhancement, and our Product and Development teams will review it for possib...

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• Created September 30, 2024 16:01
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SS Returns - Instructions and Amounts from Transmittal Letter

Hello Brittany and Alexandra! Our current methodology for date recognition relies on the static pages that vouchers provide and provides a fallback default date if the voucher page does not print w...

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• Created September 24, 2024 21:28
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. K-1 naming convention

Thank you for the suggestion!  We've had another request for this so we've added your name to our enhancement task.  We will keep you updated as the enhancement progresses.

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• Created September 20, 2022 16:12
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Quarterly Estimate Reminders -

Thank you for the suggestion!  It has been submitted to our Product and Development teams for review.  We'll update you when we have information on its release.

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• Created September 09, 2022 19:30
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. E-File Form Setting - Title Field

Thank you for the suggestion!  We have sent this to our Product team for review and it is currently planned for release.  While I don't have an ETA right now we will make sure to update our users w...

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• Created September 09, 2022 18:52
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Allow client to change back to e-sign if they selected manual sign by mistake

Thank you for the suggestion!  It's been sent to our Product team for review.  If it is released we will make sure to add it to our Product Release Notes!  We appreciate you reaching out with this ...

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• Created September 09, 2022 18:49
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Suggestion to delete entire sheet of pages

Hello Jayme, I'd like to make sure that we're scoping this appropriately so I'm going to ask a few follow-up questions. Are these pages known ahead of time during upload that they'll need to be re...

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• Created August 23, 2022 00:11
• 0 votes