Posts – SafeSend Help Center

Remember mobile phone numbers from year to year.

Joe Montgomery April 03, 2021 21:15 Completed

4 votes 2 comments
Group Returns - View E-Signed on Main Page

Michael Farr March 08, 2022 23:39 Answered

3 votes 3 comments
Change or Edit Group Name (within new Grouped Returns Feature)

Jayme L Chapman August 05, 2021 15:19 Completed

3 votes 1 comment
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
Organizers Completed Before They Really Are

Lynn Barwell February 25, 2022 12:11 Planned

2 votes 3 comments
Support 990 Return Types

Lavonda Taylor July 07, 2021 20:31 Answered

2 votes 2 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
Change telephone number after delivery of the return

Kelly Athey August 16, 2022 13:19 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
February 25, 2022 Product News for the SafeSend Suite-Updated

Victor Cardoso February 25, 2022 12:51

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
February 9, 2022 Product News for the SafeSend Suite

Victor Cardoso February 09, 2022 13:05

1 vote 0 comments
Creating or Modifying Bookmark Templates

Brent Ross February 01, 2022 15:27

1 vote 0 comments
Bookmark Placement

Brent Ross January 29, 2022 16:19 Completed

1 vote 2 comments
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
Notification to Client that eisgnatures were accepted

Sarah Dill May 04, 2020 17:54 Completed

1 vote 1 comment
K-1 naming convention

Annette Booth September 20, 2022 00:29 Answered

0 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

0 votes 1 comment
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
July 22nd 2022 Product News and for the SafeSend Suite

Andrew VanVladricken July 22, 2022 21:52

0 votes 0 comments
Amended Returns

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

0 votes 1 comment