Posts – SafeSend Help Center

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