Ben Schultz

1. Community
2. SafeSend Suite - Feature Requests
3. Ability for the client to view organizer answers and custom questionaire after finishing

Agreed!  In some cases, a "yes" response to a custom question requires additional documentation to be uploaded.  If they can't see their questionnaire, it's unlikely they will actually upload it.  ...

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• Created January 17, 2025 19:14
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Batch Entity Gather Requests

Yes. We need this. 

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• Created October 22, 2025 01:43
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Organizers - We Received Your 2024 Completed Organizer - Please Update Wording

I agree - The first sentence needs to be completely removed. We're not providing assurance services in a prep engagement. Yet, the word "ensure" puts us in an awkward situation because we're not pr...

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• Created February 10, 2025 15:56
• 0 votes