Kim Adler

Total activity 17
Last activity February 28, 2026 19:24
Member since January 21, 2025 18:55

Following 0 users
Followed by 0 users
Votes 7
Subscriptions 5

Kim Adler created a post, February 28, 2026 19:24
Federal now requesting NO checks-direct pay
1. Community
2. SafeSend Suite - Feature Requests
Is there a way for SafeSend to automatically recognize the Direct Pay instructions for Federal 1040-V and Estimates. No vouchers will be producing out of Ultra Tax CS as the clients are supposed t...
- 2 followers
- 1 comment
- 1 vote
Kim Adler commented, February 17, 2025 14:57
Not sure if this will help, but I just got a response last Thursday from a ticket I opened for Bulgaria. They fixed and client was able to retrieve their organizer successfully.
- View comment
- 0 votes
Kim Adler created a post, February 17, 2025 12:36
Answered

SafeSend Organizers-Reminders Source Documents
1. Community
2. SafeSend Suite - Feature Requests
Please add a column on filters that allow us to see the last time a Source Document Reminder was sent out. As I mentioned in a prior Feature enhancement request, we do not download until all 3 ic...
- 3 followers
- 1 comment
- 5 votes
Kim Adler created a post, February 17, 2025 12:31
Answered

SafeSend Organizers-Finish Capability on all 3 Icons
1. Community
2. SafeSend Suite - Feature Requests
Hello, Please add the capability, that if a client uploads all their documents on the organizer itself, that the client still has the capability to hit "Finish" under the Upload Source Docs Icon. ...
- 4 followers
- 3 comments
- 3 votes
Kim Adler commented, January 21, 2025 18:55
To further add to this problem. If the client adds all the appropriate documents in the organizer section and thinks they are done, they will not have a need to hit finish under the Upload docume...
- View comment
- 6 votes