Posts – SafeSend Help Center

Organizers - put Finish button on final page only

Chelsea James January 26, 2023 18:30 Answered

1 vote 2 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
Signatures - Order of Signing

Rich Z December 22, 2022 20:20 Answered

2 votes 1 comment
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
Add the client’s name to the “thank you for your payment email”

L November 14, 2022 20:50 Answered

1 vote 1 comment
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
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
Improve Taxpayer Signing Confirmations

Lori Jolly October 27, 2022 19:18 Answered

2 votes 1 comment
Sending Additional State Returns

LaHetta Eyrich October 10, 2022 20:27 Answered

3 votes 1 comment
K-1 naming convention

Annette Booth September 20, 2022 00:29 Answered

1 vote 1 comment
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
Quarterly Estimate Reminders -

Rhonda Riha August 24, 2022 13:46 Answered

0 votes 1 comment
Suggestion to delete entire sheet of pages

Jayme L Chapman August 17, 2022 13:00 Answered

0 votes 1 comment
Revised Estimates - Choose TP or SP on delivery

Cindy Owens August 16, 2022 20:08 Answered

0 votes 1 comment
Change telephone number after delivery of the return

Kelly Athey August 16, 2022 13:19 Answered

2 votes 5 comments
Edit Pages In Signatures

John L. Toews July 12, 2022 17:50 Answered

1 vote 1 comment
Tic Tie Calculate 10-key Imbedded Decimal Point Option Needed

Dennis Linden May 16, 2022 15:53 Answered

0 votes 1 comment
K1 notification turn off option

Melissa Harris April 25, 2022 18:47 Answered

1 vote 1 comment
recognizing K-1 recipient email in groups

Melissa Harris April 25, 2022 18:10 Answered

0 votes 1 comment
Exchange Drop Off Links

Lynn Barwell April 21, 2022 11:54 Answered

0 votes 1 comment
Group Returns - View E-Signed on Main Page

Michael Farr March 08, 2022 23:39 Answered

4 votes 3 comments
Adding Symbols to a Working Paper

Brent Ross February 28, 2022 19:10 Answered

1 vote 1 comment