Chelsy M.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Correct document sent in Signatures

Hello Cindy. Thank you for providing this feedback. I have submitted this request to our Product team for review. 

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• Created August 29, 2024 16:11
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers Report - Need Column for Source Document Reminder Date

Hello Vicki. Thank you for providing this feedback. I have submitted this request to our Product team for review. Have a great day. 

• View comment
• Created August 29, 2024 16:04
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Returns for Entities-Enhancement

Thank you all for providing this valuable feedback. This has been a requested feature and we will add your firms' names to the list of requesting users. The best option at this time would be to hav...

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• Created August 29, 2024 16:01
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Cross Referencing Returns and Signatures

Hi Summer. This sounds like a very useful feature for users! I have submitted this feedback submitted to our Product team to review. I may suggest looking into APIs. I will reach out to send more i...

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• Created August 29, 2024 15:51
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Returns - Remove watermark from transmittal letter section

Hello Donna. Thank you for taking the time to submit this feedback. I see Conner submitted this request on your behalf on July 29th to omit certain pages from the tax return when applying the water...

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• Edited August 29, 2024 15:27
• 0 votes