Corinne Nelson

Corinne Nelson created a post, March 18, 2025 16:19
Answered

SafeSend Extensions
1. Community
2. SafeSend Suite - Feature Requests
Grouped Extensions - PLEASE!! Controllers want Grouped Extensions - they love grouped returns.......
- 4 followers
- 3 comments
- 4 votes
Corinne Nelson created a post, January 31, 2025 18:44
Answered

Client Portal - Send File
1. Community
2. SafeSend Suite - Feature Requests
The client portal seems great - with a few exceptions 1. No way for firm to run a list of clients using this 2. No "column" to show the icon in SSR, SSS, SSO, SSE to show who's using 3. When client...
- 3 followers
- 2 comments
- 5 votes
Corinne Nelson commented, January 31, 2025 18:39
Client Dashboard - Client Hub - - - ANYTHING but Client "Portal"
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- 3 votes