Posts – SafeSend Help Center

SafeSend Organizer - Add Additional Pages

Donnie Stuart March 28, 2023 18:21

1 vote 2 comments
SafeSend Organizers - MFS Selection Option

Donnie Stuart March 28, 2023 18:25 Answered

0 votes 1 comment
Organizers - "Document Upload" Button Change Request

Carissa Navarrete March 28, 2023 19:04

0 votes 0 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
Show more than 20 entries per page?

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

2 votes 3 comments
Organizers - put Finish button on final page only

Chelsea James January 26, 2023 18:30 Answered

5 votes 4 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
K-1 Partner Information Update Email Settings Removed

Annie M. March 20, 2023 17:31

-1 votes 0 comments
Distribute K-1s in Bulk

Lori Jolly October 27, 2022 19:20 Planned

1 vote 6 comments
K-1 naming convention

Annette Booth September 20, 2022 00:29 Planned

2 votes 4 comments
Allow documents to be uploaded without requiring signature

Karen Gromis March 10, 2023 17:16 Answered

0 votes 1 comment
recognizing K-1 recipient email in groups

Melissa Harris April 25, 2022 18:10 Answered

0 votes 3 comments
K1s names need to include the entity

Shevy Fleischmann March 13, 2023 18:01 Planned

0 votes 1 comment
Need changes to security on signed documents

Misti Webster December 21, 2022 18:36 Answered

2 votes 3 comments
Terminal Server

Brent Ross February 07, 2023 19:43

0 votes 1 comment
Controller Dashboard Mobile Device update

Andrea Petersen March 01, 2023 18:04 Answered

1 vote 2 comments
SafeSend Exchange Drop Off Link Default User

Elizabeth Brooks February 24, 2023 15:04 Answered

0 votes 1 comment
Streamline the revised estimate process

Nancy Tadler February 13, 2023 18:41 Answered

0 votes 1 comment
Login problems - stuck on the “Loading Application… Please wait” screen

Philip A. Busenitz February 17, 2023 21:42 Answered

3 votes 1 comment
SS Exchange - Search Feature & Flag Feature

Chelsea James February 15, 2023 20:36 Answered

0 votes 1 comment
Grouped Returns - Status Change

Georgia Ott February 02, 2023 17:06 Answered

0 votes 1 comment
Organizer Tips and Tricks

Annie M. December 09, 2022 15:05

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

Chelsea James January 31, 2023 13:45 Answered

0 votes 1 comment
Auto Add Client Names - SS Signatures Message / Email

Chelsea James January 26, 2023 18:04 Planned

1 vote 1 comment
Allow an option to turn off reminder for one client document without archiving

Chelsea James January 31, 2023 13:37 Completed

1 vote 1 comment
Enhancements

Chinelle Chang December 01, 2021 19:26 Not planned

1 vote 3 comments
SafeSend Exchange Suite Initial Email Template Drop Off Links

Annie M. February 02, 2023 21:07

1 vote 0 comments
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

3 votes 1 comment
January 27th 2023 Product News for the SafeSend Suite

Andrew VanVladricken January 27, 2023 13:06

0 votes 0 comments