Annette Booth
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Recent activity by Annette Booth
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Planned
K-1 naming convention
currently SafeSend names the k-1's to be delivered to shareholder/members etc. buy using the shareholder member name. When a shareholder or a member is in multiple partnerships they get multiple e...
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Answered
Allow client to change back to e-sign if they selected manual sign by mistake
Can we request a future enhancement to allow the client to change the "manual sign" back to "e-sign" option if they realize they did not want to manually sign the forms and have selected it by mist...