Lisa Duqmaq
Activity overview
Latest activity by Lisa Duqmaq-
Lisa Duqmaq commented, Hello, has this been addressed in the latest release? We need the ability to send one request to multiple people and let them all drop files into the same request.
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Lisa Duqmaq created a post, SafeSend Returns - K1 Distribution
Several clients have asked for the ability to distribute K1s to two email addresses. This would allow them to distribute to the partner and the partners personal tax preparer.
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Lisa Duqmaq created a post, Add invoice to SS Signatures
We're requiring pre-payment for certain engagement types. Currently this only applies to certain engagement types, but in the future we plan to change our billing model which will then cover a good...
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Lisa Duqmaq created a post, SafeSend Exchange
It would be helpful to allow SafeSend Admin access to another users Mailbox Delegation settings in Exchange. We recently had a user leave our firm and transitioned their client accounts to a new us...
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Lisa Duqmaq created a post, AnsweredAdd ASAP option for Vouchers
Hello, it would be helpful to have an option to select "ASAP" under vouchers/payment due date. There are times client should pay ASAP, especially when late filing. Right now, we default to the day ...