Katie Ashford

Total activity 4
Last activity June 25, 2025 20:39
Member since June 23, 2025 19:32

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Katie Ashford created a post, June 25, 2025 20:38
Color of envelope on organizers
1. Community
2. SafeSend Suite - Feature Requests
Default green color - it would be nice if we could change the color (even if a few standard colors) to further personalize the experience for the client to the firm.
- Edited June 25, 2025 20:39
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Katie Ashford created a post, June 23, 2025 19:32
Answered

Client Intro
1. Community
2. SafeSend Suite - Feature Requests
We should be able to edit the client intro page when they get their returns that currently says "Hello again, It's tax season."
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