Gina Willhite
Posts
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Organizers that are archived
Let me clarify - When an organizer has been downloaded and moved to the Archive list: When a client uploads more documents after being moved to the archived section (this happens because less than ...
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Organizer sections (NOT GATHER)
Is it possible to change how the different sections in the organizer can be accessed by our clients? A lot of our clients are just signing the engagement letter and sending their source docs a sepa...
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Clients being able to access and print organizer BEFORE answering custom questions
We would love for the clients to be able to access the organizer immediately as opposed to waiting until they have finished answering the custom questions. I think that this somehow plays into maki...
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Answered
Large Tax Returns
Is there a limit on how big of a return SafeSend Returns can handle? I'm asking because we have a few clients that have 51 state returns and SafeSend can't seem to handle it while I'm trying to pro...
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Answered
SafeSend Returns - columns
Is there a way to adjust the column sizes? I can't see what the entire column says and there's no way to make it bigger to read it clearly. I have to hover over it and that's not efficient by any m...
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SafeSend Organizer Best Practices
Hello SafeSend Community!! :-) What do other firms do when your clients don't mark both the Organizer and the Source Documents as "Completed/Finished"? For example, I have a bunch of clients that h...
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Answered
SafeSend Invoice Tab in SafeSend Returns
It would be helpful to be able to upload more than one invoice in this section.
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Answered
Notification emails re: clients uploading source docs
Anyone else having this issue. We had it last year too: I’m receiving duplicate emails stating that a client has updated their source documents almost 12 hours after the initial email. The source...
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Answered
Moving Pages in SafeSend Returns - Feature request
Gina Willhite I request that we be able to move pages to the "Additional E-Sign Documents" tab in SafeSend Returns. Sometimes my CPA's don't realize that an engagement letter is in the return...