Posts – SafeSend Help Center

Heads up: SafeSend One maintenance on June 20

Annie M. June 17, 2026 13:19 Completed

0 votes 0 comments
Deep Dive Webinar Canceled

Annie M. June 11, 2026 16:45 Planned

0 votes 0 comments
Thomson Reuters conversion, Enhancment Requests and other issues

Tim Grassey May 12, 2026 20:34

17 votes 0 comments
Add a column for the date of last client activity

Rachel Sears May 08, 2026 17:48

20 votes 0 comments
SSR Voucher Reminders - let us choose who should receive reminders

Holly LaBelle May 08, 2026 14:54

12 votes 0 comments
SSR Able to Add Additional Recipient After Return is Delivered and/or Signed

Nanette Pennetta May 06, 2026 15:41

17 votes 0 comments
After latest update dashboard views very spaced out

Brandon Farmand May 05, 2026 19:26

15 votes 3 comments
Client Portal-Sign In Clarification

Nanette Pennetta May 05, 2026 16:27

14 votes 0 comments
SafeSend Returns Voucher Column

Melissa Martin April 29, 2026 20:31

3 votes 0 comments
In-Office E-Sign one login for married couple

Melissa Martin April 29, 2026 20:26

8 votes 0 comments
In-Office E-Sign Parallel Signing

Melissa Martin April 29, 2026 20:18

5 votes 0 comments
SafeSendONE - TR Account Login Migration

Annie M. April 29, 2026 15:51

-2 votes 0 comments
Screen views

Julie Tiffee April 28, 2026 16:38

10 votes 0 comments
Gather AI & Returns Column Widths Too Wide

Stephanie Stuart April 28, 2026 14:52

29 votes 2 comments
Ability to adjust column widths in Return and Gather AI dashboards

Melissa Wilkerson April 28, 2026 14:39

37 votes 3 comments
Client Portal requests

Amanda Doberdruk April 28, 2026 14:37

15 votes 0 comments
Summary Page in Tax Return

Amanda Doberdruk April 28, 2026 14:25

6 votes 0 comments
Adjustable Column Widths on Dashboards

Kelly Sochay April 27, 2026 19:13

21 votes 0 comments
Restore security settings

Heather Smith April 27, 2026 16:08

0 votes 0 comments
Ability to Customize ALL columns in Send Tax Returns

Michelle Smith April 27, 2026 15:59

8 votes 0 comments
Bring Back Fixed page width to Delivered returns page

Marty Farnham April 27, 2026 14:47

10 votes 0 comments
SafeSend Returns - Send Tax Returns Tab - Fix column width issue

Heather Smith April 27, 2026 13:08

12 votes 0 comments
SafeSend Product News - April 25th, 2026

Andrew VanVladricken April 25, 2026 12:46

0 votes 0 comments
Signing Reminders for Extensions that are Review Only

Alexandra Lal April 20, 2026 16:36

0 votes 1 comment
Increase Default Number of Clients Rows

Ryan Neuman April 16, 2026 17:45

16 votes 1 comment
SafeSend Returns - Local Returns

Trina Durbin April 14, 2026 11:58

0 votes 0 comments
Add time stamp to Organizer link on 1040

Trina Durbin April 14, 2026 11:55

5 votes 1 comment
Copy link for delivered tax return - even if the client hasn't opened the email

Bruce Claassen April 13, 2026 15:03

27 votes 3 comments
SafeSend Returns- Clients experiencing Fetch & Gateway Errors

DeAndra Roberts April 10, 2026 15:34

0 votes 0 comments
Gather & Tax Returns delivery- add client name

Amanda Doberdruk April 07, 2026 19:28 Answered

3 votes 2 comments