Stefanie Rucker

Stefanie Rucker commented, March 25, 2026 23:47
PLEASE!! While I know you can add the 709 to the 1040 as an additional signed document but many times the 1040 is prepared at a different time than the 709. I look forward to this becoming availabl...
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Stefanie Rucker created a post, March 25, 2026 23:44
Gather Questionnaire download partial
1. Community
2. SafeSend Suite - Feature Requests
When a client partially answers the questionnaire but doesn't hit finish, there should be a way to download the questions that they have answered or else it is a complete waste of time.
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Stefanie Rucker commented, August 04, 2025 22:48
I agree that SS really should consider making changes to this, this adds a "clunkiness" to an otherwise streamline process.
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