Chris Milligan

Total activity 5
Last activity June 26, 2025 17:05
Member since June 23, 2025 18:35

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Chris Milligan created a post, June 26, 2025 17:05
Answered

Separate Federal and state tax return bookmarks in the client review module
1. Community
2. SafeSend Suite - Feature Requests
While processing a return, and in the client review stage, the federal and state tax return are collated into one single file, which makes navigation difficult internally and for the client. There ...
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- 10 votes
Chris Milligan created a post, June 25, 2025 18:18
Answered

Ability to bulk update assigned ERO for all clients via .csv import
1. Community
2. SafeSend Suite - Feature Requests
Would be great to simply add an ERO/Signer column to the 1040 client import template.
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