Lisa Duqmaq
Posts
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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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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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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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Answered
Add 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 ...