Sharon Steele

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Last activity December 13, 2024 21:04
Member since January 20, 2022 19:48

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Sharon Steele created a post, December 13, 2024 21:04
Emails
1. Community
2. SafeSend Suite - General Discussion
Is there a way to format the client emails that go out when sending the tax organizer. Like making things bold or changing colors of the font
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Sharon Steele created a post, January 20, 2022 19:48
Planned

Client Document Upload to Safe Send Organizer
1. Community
2. SafeSend Suite - Feature Requests
After a client uploads a tax document to us, they do not get a notification that their upload was successful; therefore we are receiving multiple copies of the same item. Is there a way you can ad...
- 3 followers
- 2 comments
- -2 votes