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Show answered All Planned Not planned Completed Answered No status Sort by comments Newest post Recent activity Votes 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
  • 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
  • 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
  • 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
  • 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
  • Feature update: K-1 recipient info update notification

    Dana Edgar March 05, 2021 22:38 Answered
    3 votes 2 comments
  • SafeSend Organizers - MFS Selection Option

    Donnie Stuart March 28, 2023 18:25 Answered
    0 votes 1 comment
  • Allow documents to be uploaded without requiring signature

    Karen Gromis March 10, 2023 17:16 Answered
    0 votes 1 comment
  • SafeSend Exchange Drop Off Link Default User

    Elizabeth Brooks February 24, 2023 15:04 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
  • Streamline the revised estimate process

    Nancy Tadler February 13, 2023 18:41 Answered
    0 votes 1 comment
  • Grouped Returns - Status Change

    Georgia Ott February 02, 2023 17:06 Answered
    0 votes 1 comment
  • Make A Y/N checkbox choice required in SS Signatures & Merge Mail

    Chelsea James January 31, 2023 13:45 Answered
    0 votes 1 comment
  • Organizer - Other Income, Continued

    Marty Farnham January 25, 2023 15:47 Answered
    0 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
  • Signatures enhancements

    Craig Peters January 09, 2023 13:35 Answered
    2 votes 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
  • Add the client’s name to the “thank you for your payment email”

    L November 14, 2022 20:50 Answered
    1 vote 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
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