K-1 naming convention

currently SafeSend names the k-1's to be delivered to shareholder/members etc. buy using the shareholder member name.  When a shareholder or a member is in multiple partnerships they get multiple emails from SafeSend that all look like the same file.  Can you add a feature to make SafeSend name the K-1's with entity name - shareholder/member - year.  This would be very helpful.




1 comment
  • Official comment

    Thank you for the suggestion!  We've had another request for this so we've added your name to our enhancement task.  We will keep you updated as the enhancement progresses.

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