Kim Adler

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...

• Created February 28, 2026 19:24
• 2 followers
• 1 comment
• 1 vote

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...

• Created February 17, 2025 12:36
• 3 followers
• 1 comment
• 5 votes

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. ...

• Created February 17, 2025 12:31
• 4 followers
• 3 comments
• 3 votes