Annie M.

Total activity 351
Last activity July 27, 2026 13:26
Member since June 29, 2020 16:28

Following 0 users
Followed by 1 user
Votes 1
Subscriptions 198

Annie M. created a post, July 27, 2026 13:26
SafeSend Product News - July 25th, 2026
1. Community
2. Product Release Notes
An update to SafeSend products was released. See below for more information about the changes. Please Note: All future release notes will be posted to Thomson Reuters Help & Support: Quarter 2 - J...
- 1 follower
- 0 comments
- 0 votes
Annie M. created a post, June 17, 2026 13:19
Completed

Heads up: SafeSend One maintenance on June 20
1. Community
2. Hot Topics
This is a quick heads-up about a short, planned pause in service. On Saturday, June 20, SafeSend One will be briefly offline for scheduled maintenance as part of our ongoing platform modernization...
- 2 followers
- 0 comments
- 0 votes
Annie M. created a post, June 11, 2026 16:45
Planned

Deep Dive Webinar Canceled
1. Community
2. Hot Topics
Users are not currently able to access the scheduled Deep Dive webinar. We apologize for the difficulties. Due to an unforeseen error in setup, we've needed to cancel today's Deep Dive session. Ple...
- 1 follower
- 0 comments
- 0 votes
Annie M. created a post, April 29, 2026 15:51
SafeSendONE - TR Account Login Migration
1. Community
2. Hot Topics
Situation: Some users are reporting they are unable to login to SafeSend after the account migration took place. Troubleshooting: If your TR Account email address does not match your SafeSend emai...
- 1 follower
- 0 comments
- -2 votes
Annie M. commented, March 27, 2026 19:33
Official comment
This issue is now resolved. Thank you for your patience while this was resolved!
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Annie M. commented, March 27, 2026 19:32
Official comment
This issue is now resolved. Firms can upload a return with extension pages included, and it will be recognized as a return. Thank you for your patience while this was resolved!
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Annie M. created a post, March 27, 2026 16:17
Completed

SafeSend Returns - Client View or Taxpayer Experience Loading/Displaying Errors
1. Community
2. Hot Topics
Situation: Some firms are reporting that the Client View feature is not loading or displaying a 502/504 error. Some taxpayers are reporting that their return is not loading or displaying an intern...
- 4 followers
- 1 comment
- 1 vote
Annie M. created a post, March 27, 2026 15:56
Completed

SafeSend Returns - Returns with Extension Forms Recognized as Extensions
1. Community
2. Hot Topics
Situation: When a return is uploaded that also includes an extension form, the item is being recognized as an extension rather than a return. This was due to a recent update. Workaround: Remove ex...
- 2 followers
- 1 comment
- 2 votes
Annie M. created a post, February 20, 2026 22:04
SafeSend Gather - Unable to Access Client View or Client Experience
1. Community
2. Hot Topics
Situation: Some firms are reporting they are unable to use the Client View option in the Action menu. The screen flashes, and the Client View does not open, or an Internal Server Error appears. So...
- 3 followers
- 0 comments
- 4 votes
Annie M. created a post, January 27, 2026 17:11
SafeSend Client Portal Updates
1. Community
2. Hot Topics
A Client Portal Management dashboard was recently released to allow firms to actively manage client accounts! The following article outlines this new feature: https://safesendreturns.zendesk.com/h...
- 3 followers
- 0 comments
- 3 votes