Posts – SafeSend Help Center

Distribute K-1s in Bulk

Lori Jolly October 27, 2022 19:20 Planned

1 vote 6 comments
Change telephone number after delivery of the return

Kelly Athey August 16, 2022 13:19 Completed

2 votes 5 comments
Additions to Symbols in TTC

Brent Ross February 17, 2022 21:49 Answered

0 votes 5 comments
Organizers - put Finish button on final page only

Chelsea James January 26, 2023 18:30 Answered

5 votes 4 comments
K-1 naming convention

Annette Booth September 20, 2022 00:29 Planned

2 votes 4 comments
Show more than 20 entries per page?

Philip A. Busenitz March 06, 2023 11:01 Answered

2 votes 3 comments
Main menu on left-hand side; Default to expanded instead of collapsed

Philip A. Busenitz February 17, 2023 22:26 Answered

2 votes 3 comments
Print email

Megan Cannon January 24, 2023 16:25 Answered

1 vote 3 comments
Need changes to security on signed documents

Misti Webster December 21, 2022 18:36 Answered

2 votes 3 comments
recognizing K-1 recipient email in groups

Melissa Harris April 25, 2022 18:10 Answered

0 votes 3 comments
Group Returns - View E-Signed on Main Page

Michael Farr March 08, 2022 23:39 Answered

4 votes 3 comments
Organizers Completed Before They Really Are

Lynn Barwell February 25, 2022 12:11 Planned

5 votes 3 comments
Enhancements

Chinelle Chang December 01, 2021 19:26 Not planned

1 vote 3 comments
SafeSend Organizer - Add Additional Pages

Donnie Stuart March 28, 2023 18:21

1 vote 2 comments
Controller Dashboard Mobile Device update

Andrea Petersen March 01, 2023 18:04 Answered

1 vote 2 comments
Client login; Can taxpayers have a username and password rather than using a link every time?

Philip A. Busenitz February 20, 2023 21:16 Answered

1 vote 2 comments
Email Notifications

Jon Coffey December 20, 2022 17:29 Completed

2 votes 2 comments
Allow client to change back to e-sign if they selected manual sign by mistake

Annette Booth September 08, 2022 20:39 Answered

2 votes 2 comments
March 4, 2022 Product News for the SafeSend Suite

Victor Cardoso March 04, 2022 03:49

0 votes 2 comments
February 25, 2022 Product News for the SafeSend Suite-Updated

Victor Cardoso February 25, 2022 12:51

1 vote 2 comments
Bookmark Placement

Brent Ross January 29, 2022 16:19 Completed

1 vote 2 comments
Replacing pages

Brent Ross January 29, 2022 13:50 Answered

0 votes 2 comments
Ability to Print the Bookmark Template for Review

Brent Ross January 24, 2022 01:43 Answered

1 vote 2 comments
Client Document Upload to Safe Send Organizer

Sharon Steele January 20, 2022 19:48 Planned

-3 votes 2 comments
Getting to the Community page

Brent Ross January 07, 2022 20:19

0 votes 2 comments
September 3, 2021 Update Notes

Conner W. September 03, 2021 17:42

0 votes 2 comments
Support 990 Return Types

Lavonda Taylor July 07, 2021 20:31 Planned

4 votes 2 comments
Remember mobile phone numbers from year to year.

Joe Montgomery April 03, 2021 21:15 Completed

4 votes 2 comments
Feature update: K-1 recipient info update notification

Dana Edgar March 05, 2021 22:38 Answered

3 votes 2 comments
Payments Paid Button

Sarah Dill May 28, 2020 18:59 Completed

3 votes 2 comments