Posts – SafeSend Help Center

Organizers - put Finish button on final page only

Chelsea James January 26, 2023 18:30 Answered

5 votes 4 comments
Group Returns - View E-Signed on Main Page

Michael Farr March 08, 2022 23:39 Answered

4 votes 3 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
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
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
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
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
ERO Signature stamp on SafesendSignatures

Barrett E Young February 25, 2021 16:42 Answered

2 votes 1 comment
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
Print email

Megan Cannon January 24, 2023 16:25 Answered

1 vote 3 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
Upload Attachments After Delivery

Lori Jolly October 27, 2022 19:24 Answered

1 vote 1 comment
Edit Pages In Signatures

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

1 vote 1 comment
K1 notification turn off option

Melissa Harris April 25, 2022 18:47 Answered

1 vote 1 comment
Adding Symbols to a Working Paper

Brent Ross February 28, 2022 19:10 Answered

1 vote 1 comment
Data Reports

Wesley Hartman February 19, 2022 21:31 Answered

1 vote 1 comment
Change to wording in client view for signer delegation

Brian Stone February 11, 2022 21:11 Answered

1 vote 1 comment
Ability to Print the Bookmark Template for Review

Brent Ross January 24, 2022 01:43 Answered

1 vote 2 comments
Add ASAP option for Vouchers

Lisa Duqmaq May 21, 2021 21:39 Answered

1 vote 1 comment
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