Posts – SafeSend Help Center

Name Sort - Gather

Sara Divito July 16, 2025 20:58

0 votes 0 comments
SafeSend Academy

Morgan McDowell July 15, 2025 15:44

0 votes 2 comments
Recover deleted emails

Lisa Wofford July 14, 2025 19:41

2 votes 1 comment
Notes FROM Client in Gather AI

Benjamin Kramer July 07, 2025 16:51

4 votes 0 comments
SafeSend Exchange

Lisa Duqmaq July 02, 2025 20:19

0 votes 0 comments
Uploaded E File Authorization Forms - Unsigned

Nanette Pennetta July 02, 2025 14:11

2 votes 0 comments
Separate Federal and state tax return bookmarks in the client review module

Chris Milligan June 26, 2025 17:05

6 votes 3 comments
Color of envelope on organizers

Katie Ashford June 25, 2025 20:38

2 votes 0 comments
Ability to bulk update assigned ERO for all clients via .csv import

Chris Milligan June 25, 2025 18:18

0 votes 0 comments
Client Intro

Katie Ashford June 23, 2025 19:32

0 votes 0 comments
In-Office Signing for SafeSend Signatures

Natalya Larson June 20, 2025 15:58

3 votes 0 comments
Clearer Communication from Gather AI to Smart Phone Users

Vicki Cap June 20, 2025 13:29 Planned

4 votes 1 comment
Community Page Hack

Marty Farnham June 11, 2025 18:54 Answered

0 votes 1 comment
7203 to K1

Marty Farnham June 11, 2025 18:49

0 votes 0 comments
Access for both Taxpayer and Spouse

Nancy Peed June 11, 2025 17:04 Answered

9 votes 1 comment
Locked Returns - Client

Nanette Pennetta June 10, 2025 15:58 Answered

4 votes 1 comment
Link Multiple Tax Returns - Client Portal

Ji Yun Im June 09, 2025 22:36 Answered

1 vote 1 comment
Exchange

Gretchen Westover June 06, 2025 12:42

0 votes 1 comment
Alternate to "Add Payment Details"

Barb Kuhns June 03, 2025 19:16 Answered

10 votes 3 comments
Invitation to Client Portal

Marty Farnham May 29, 2025 15:54 Completed

7 votes 4 comments
Gather - Ability to Re-Open

Tasha Arnold May 28, 2025 19:12 Answered

9 votes 1 comment
Document Request List - Send One DRL to TP & Spouse

Marty Farnham May 28, 2025 17:11 Answered

2 votes 1 comment
Doc Request List - Attach files for client to complete

Marty Farnham May 23, 2025 15:31 Answered

4 votes 1 comment
SafeSend Return - Invoice Paid Update Option

R Kahley May 20, 2025 19:10 Answered

14 votes 1 comment
Invoice Payment Due Reminder and Forward

Michelle Albrecht May 20, 2025 19:06 Answered

8 votes 1 comment
Organizers - Initial Signer

Adam Rutherford May 20, 2025 19:01 Answered

11 votes 2 comments
SafeSend Exchange Outlook PlugIn

Kenneth Raleigh May 20, 2025 18:51 Answered

0 votes 2 comments
Extensions - Need Paper File Tab

Melissa Horenstein May 20, 2025 18:47 Answered

4 votes 2 comments
Gather Questionnaire Answers Format

Katie Smith May 20, 2025 18:47 Answered

4 votes 1 comment
CCH Import: Custom Print Sets

Summer Thornton May 20, 2025 18:42 Answered

2 votes 1 comment