Posts – SafeSend Help Center

SafeSend Exchange Suite Initial Email Template Drop Off Links

Annie M. February 02, 2023 21:07

0 votes 0 comments
Grouped Returns - Status Change

Georgia Ott February 02, 2023 17:06

0 votes 0 comments
Make A Y/N checkbox choice required in SS Signatures & Merge Mail

Chelsea James January 31, 2023 13:45

0 votes 0 comments
Allow an option to turn off reminder for one client document without archiving

Chelsea James January 31, 2023 13:37

1 vote 0 comments
SafeSend Exchange Suite Release January 27th

Annie M. January 27, 2023 16:05

0 votes 0 comments
January 27th 2023 Product News for the SafeSend Suite

Andrew VanVladricken January 27, 2023 13:06

0 votes 0 comments
Organizers - put Finish button on final page only

Chelsea James January 26, 2023 18:30 Answered

1 vote 2 comments
Auto Add Client Names - SS Signatures Message / Email

Chelsea James January 26, 2023 18:04

1 vote 0 comments
Organizer - Other Income, Continued

Marty Farnham January 25, 2023 15:47 Answered

0 votes 1 comment
Print email

Megan Cannon January 24, 2023 16:25 Answered

1 vote 3 comments
Send to Spouse for Signature button instead of "Finish" - Engagement Letters

Amy Watson January 23, 2023 21:01 Answered

1 vote 1 comment
Signatures enhancements

Craig Peters January 09, 2023 13:35 Answered

1 vote 1 comment
Multiple screen download

Craig Peters January 09, 2023 13:24 Answered

0 votes 1 comment
SafeSend Exchange - 400 or 404 Error Message or Invalid Link

Annie M. January 03, 2023 16:57 Completed

0 votes 0 comments
Mail Merge - Client ID Merge Field Causes Program to Close

Annie M. January 03, 2023 15:10

0 votes 0 comments
Signatures - Order of Signing

Rich Z December 22, 2022 20:20 Answered

2 votes 1 comment
Need changes to security on signed documents

Misti Webster December 21, 2022 18:36 Completed

0 votes 2 comments
Email Notifications

Jon Coffey December 20, 2022 17:29 Answered

2 votes 2 comments
SafeSend Exchange - My Portal Inbox is Blank - Outlook 2016

Annie M. December 12, 2022 19:04 Answered

0 votes 0 comments
Organizer Tips and Tricks

Annie M. December 09, 2022 15:05

1 vote 0 comments
December 9th 2022 Product News for the SafeSend Suite

Andrew VanVladricken December 09, 2022 12:59

0 votes 0 comments
Add the client’s name to the “thank you for your payment email”

L November 14, 2022 20:50 Answered

1 vote 1 comment
SafeSend Returns - Broken Image Icon When Adding Signature Stamp

Annie M. November 14, 2022 17:47 Planned

0 votes 0 comments
Unable to Locate Return

Annie M. November 14, 2022 17:36

0 votes 0 comments
Ability to see and search all returns delivered on single screen, regardless of grouped or archived status

Lori Jolly October 27, 2022 19:29 Answered

2 votes 1 comment
Improve Taxpayer Tax Return experience

Lori Jolly October 27, 2022 19:28 Answered

2 votes 1 comment
Improve Notification Options

Lori Jolly October 27, 2022 19:27

0 votes 0 comments
Upload Attachments After Delivery

Lori Jolly October 27, 2022 19:24 Answered

1 vote 1 comment
Voucher Reminder Delivery Options

Lori Jolly October 27, 2022 19:22 Answered

0 votes 1 comment
Distribute K-1s in Bulk

Lori Jolly October 27, 2022 19:20 Answered

0 votes 1 comment