Posts – SafeSend Help Center

Organizers Completed Before They Really Are

Lynn Barwell February 25, 2022 12:11 Planned

5 votes 3 comments
Support 990 Return Types

Lavonda Taylor July 07, 2021 20:31 Planned

4 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
K-1 naming convention

Annette Booth September 20, 2022 00:29 Planned

2 votes 4 comments
SafeSend Returns - Add Archive to Grouped Returns - Feature Request

Annie M. May 23, 2022 15:22 Planned

2 votes 0 comments
Auto Add Client Names - SS Signatures Message / Email

Chelsea James January 26, 2023 18:04 Planned

1 vote 1 comment
Distribute K-1s in Bulk

Lori Jolly October 27, 2022 19:20 Planned

1 vote 6 comments
Amended Returns

John L. Toews July 12, 2022 17:49 Planned

1 vote 1 comment
K1s names need to include the entity

Shevy Fleischmann March 13, 2023 18:01 Planned

0 votes 1 comment
SafeSend Returns - Broken Image Icon When Adding Signature Stamp

Annie M. November 14, 2022 17:47 Planned

0 votes 0 comments
SafeSend Returns - Partner Type Drop-Down - K-1 Processing

Annie M. May 23, 2022 16:02 Planned

0 votes 0 comments
E-File Form Setting - Title Field

Kindel Meek March 02, 2022 17:22 Planned

0 votes 1 comment
SSO Archive Feature!!!!

Rich Bingaman January 19, 2022 20:26 Planned

0 votes 1 comment
Client Document Upload to Safe Send Organizer

Sharon Steele January 20, 2022 19:48 Planned

-3 votes 2 comments