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Show all All Planned Not planned Completed Answered No status Sort by newest post Newest post Recent activity Votes Comments
  • 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
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