Bill Lincoln

1. Community
2. SafeSend Suite - General Discussion
3. Amended returns - how to process?

Great question!  We're having the same problem.

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• Created August 12, 2025 19:15
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1. Community
2. SafeSend Suite - Feature Requests
3. Gather - tax docs to workpaper file

When I mentioned a "single workpaper file" above - ideally this would be a cloud-based "binder", similar to some other solutions.  However, I'd be happy if this was only a sorted / bookmarked PDF.

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• Created August 12, 2025 09:03
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