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Show all All Planned Not planned Completed Answered No status Sort by votes Newest post Recent activity Votes 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
  • Remember mobile phone numbers from year to year.

    Joe Montgomery April 03, 2021 21:15 Completed
    4 votes 2 comments
  • 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
  • Support 990 Return Types

    Lavonda Taylor July 07, 2021 20:31 Answered
    3 votes 2 comments
  • 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
  • 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
  • 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
  • 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
  • Change telephone number after delivery of the return

    Kelly Athey August 16, 2022 13:19 Answered
    2 votes 5 comments
  • Payment reminders

    Diana O'Maille April 09, 2021 13:49 Answered
    2 votes 1 comment
  • ERO Signature stamp on SafesendSignatures

    Barrett E Young February 25, 2021 16:42 Answered
    2 votes 1 comment
  • Allow an option to turn off reminder for one client document without archiving

    Chelsea James January 31, 2023 13:37
    1 vote 0 comments
  • Organizers - put Finish button on final page only

    Chelsea James January 26, 2023 18:30 Answered
    1 vote 2 comments
  • Auto Add Client Names - SS Signatures Message / Email

    Chelsea James January 26, 2023 18:04
    1 vote 0 comments
  • 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
  • Organizer Tips and Tricks

    Annie M. December 09, 2022 15:05
    1 vote 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
  • Upload Attachments After Delivery

    Lori Jolly October 27, 2022 19:24 Answered
    1 vote 1 comment
  • K-1 naming convention

    Annette Booth September 20, 2022 00:29 Answered
    1 vote 1 comment
  • Edit Pages In Signatures

    John L. Toews July 12, 2022 17:50 Answered
    1 vote 1 comment
  • Amended Returns

    John L. Toews July 12, 2022 17:49 Planned
    1 vote 1 comment
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