Cathryn Rochelle

1. Community
2. SafeSend Suite - Feature Requests
3. Change language for in E-Signing section for Manual Sign

Good suggestion. Something needs to make that not the first option they pick, by accident 99% of the time.

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• Created May 01, 2026 15:51
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Roles & Permission

I agree. I will admit that the entire roles/permission section makes no sense to me as admin. I would love to be able to just toggle on certain permission for users. This include the client portals...

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• Created May 01, 2026 15:55
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Copy link for delivered tax return - even if the client hasn't opened the email

100% agreed!!! 

• View comment
• Created May 01, 2026 15:49
• 0 votes