Sarah Goodman

1. Community
2. Hot Topics
3. Client Portal-Reoccurring Login Issue

Oh, this is wonderful!  Thank you!!!

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• Created March 14, 2025 21:18
• 0 votes

1. Community
2. Hot Topics
3. Client Portal-Reoccurring Login Issue

I answer this question for our clients about 10 times a day.  But to be honest, when I was doing a test run before we started using the portal, I did them same thing.  I even sent a request to Safe...

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• Created March 03, 2025 16:46
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. SS Organizer - knowing when the client is done

I agree.  I would also like to add: We only log in and start preparation on our client's return when the client clicks on "finished" in the source document section.  We don't really use the organiz...

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• Created February 27, 2024 14:55
• 6 votes