Gina Willhite

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send tax payment voucher set up screen

I agree. I always have to take a screenshot and move it to the side so I know what I’m entering.

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• Created March 01, 2025 01:18
• 0 votes

1. Community
2. SafeSend Suite - General Discussion
3. UltraTax Firms - is the new AI Automatic Voucher feature working for you?

I haven't had any returns with payments due yet but I would hope that with this new feature it can now read EFT payments. I'll keep an eye out. Thanks for the heads up. 

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• Created February 14, 2025 15:49
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Integrated Document Scanner

I know for any of our clients that have an iPhone, they can use the Notes app that's already on their phone to scan documents and it saves it as a PDF. Open the Notes app, create a new note, click ...

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• Created February 05, 2025 16:19
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Exchange and Outlook Plugin

Done - ha I've never voted before. I take it, it's the up or down arrow next to the post? I feel so silly. I've always just commented on the posts that I agree with. You learn something new everyda...

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• Created January 22, 2025 20:09
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Exchange and Outlook Plugin

That's been a problem for a while and I keep forgetting to let them know about it! Thank you for taking the time!

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• Created January 22, 2025 18:55
• 0 votes

1. Community
2. SafeSend Suite - General Discussion
3. Visibility for CPA Messages

This HAS to be fixed. I can't believe that this was ever released like this to be honest. 

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• Created January 22, 2025 15:14
• 0 votes

1. Community
2. SafeSend Suite - General Discussion
3. Emails

Hannah, you're right, I'm sorry. It does only allow us under the Client Instructions. Ugh...This should be fixed. 

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• Created December 27, 2024 17:39
• 1 vote

1. Community
2. SafeSend Suite - General Discussion
3. Emails

Hi guys,  You can format your client instructions and saved messages regarding organizers. Just go to the settings while in organizers, click on Saved Messages and/or Client Instructions and then c...

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• Created December 27, 2024 17:25
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Organizers - sort by last name

I find that the sort doesn't work at all in organizers so this definitely should be fixed. 

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• Created December 27, 2024 16:47
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Exchange - "Body" is hidden

I just sent another message to SafeSend regarding this. I asked why this hasn't been addressed yet as our clients are not seeing our emails at all. Just the attachments. This is a MAJOR problem sti...

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• Created December 11, 2024 20:14
• 1 vote