Posts – SafeSend Help Center

Organizers - put Finish button on final page only

Chelsea James January 26, 2023 18:30 Answered

5 votes 4 comments
Organizers Completed Before They Really Are

Lynn Barwell February 25, 2022 12:11 Planned

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

Michael Farr March 08, 2022 23:39 Answered

4 votes 3 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
Login problems - stuck on the “Loading Application… Please wait” screen

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

3 votes 1 comment
Send to Spouse for Signature button instead of "Finish" - Engagement Letters

Amy Watson January 23, 2023 21:01 Answered

3 votes 1 comment
Sending Additional State Returns

LaHetta Eyrich October 10, 2022 20:27 Answered

3 votes 1 comment
Change or Edit Group Name (within new Grouped Returns Feature)

Jayme L Chapman August 05, 2021 15:19 Completed

3 votes 1 comment
Payment reminders

Diana O'Maille April 09, 2021 13:49 Answered

3 votes 1 comment
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
Add a unique identifier to the PDF File names when downloaded by TaxPayer

Steven Lyon March 03, 2020 15:59 Completed

3 votes 0 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
Signatures enhancements

Craig Peters January 09, 2023 13:35 Answered

2 votes 1 comment
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 Answered

2 votes 3 comments
Email Notifications

Jon Coffey December 20, 2022 17:29 Completed

2 votes 2 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 Planned

2 votes 1 comment
Improve Taxpayer Tax Return experience

Lori Jolly October 27, 2022 19:28 Answered

2 votes 1 comment
Improve Taxpayer Signing Confirmations

Lori Jolly October 27, 2022 19:18 Answered

2 votes 1 comment
K-1 naming convention

Annette Booth September 20, 2022 00:29 Planned

2 votes 4 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
Change telephone number after delivery of the return

Kelly Athey August 16, 2022 13:19 Completed

2 votes 5 comments
SafeSend Returns - Add Archive to Grouped Returns - Feature Request

Annie M. May 23, 2022 15:22 Planned

2 votes 0 comments
ERO Signature stamp on SafesendSignatures

Barrett E Young February 25, 2021 16:42 Answered

2 votes 1 comment
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