Becky Towne

1. Community
2. SafeSend Suite - Feature Requests
3. Gather Enhancement Request

Agreed! 

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• Created February 13, 2025 20:50
• 2 votes

1. Community
2. SafeSend Suite - General Discussion
3. SafeSend Gather Organization

We use UltraTax and in Setup / Client Communications you can choose how the client likes to receive their Organizer (and engagement letter) delivery, and the Return delivery. When I print out the E...

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• Created February 03, 2025 21:38
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Bring Back "Download Now" in Organizers

Agreed! Why have the option in the settings if we don't have the option. Please put it back.

• View comment
• Created February 03, 2025 21:27
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SS Organizer - knowing when the client is done

Agreed. Needs to be more clear.

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• Created February 26, 2024 15:50
• 0 votes