Tonia Vermilye

1. Community
2. SafeSend Suite - Feature Requests
3. Request for Sent Items Message History to include Answer to Security Question

I agree. This was a feature of the legacy version and needs to be implemented in the new version.

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• Created January 19, 2024 19:52
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1. Community
2. SafeSend Suite - Feature Requests
3. Distribute K-1s in Bulk

When I click "Download All" I get one pdf with 889 pages rather than individual K-1s in a zip file.

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• Created March 16, 2023 14:11
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1. Community
2. SafeSend Suite - Feature Requests
3. Distribute K-1s in Bulk

Agree this absolutely needs to be an option. We have clients that want to download K-1s into individual files so they can upload them to their investor portal.

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• Created March 15, 2023 17:27
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