Posts – SafeSend Help Center

SafeSend Product News - April 26th, 2025

Andrew VanVladricken April 26, 2025 13:11

0 votes 0 comments
SafeSend Organizer Notes

Ji Yun Im April 25, 2025 16:28 Answered

0 votes 1 comment
SafeSend Organizer - Finish button

Ji Yun Im April 25, 2025 16:26 Answered

19 votes 4 comments
Safe Send Organizer Uploading of documents

Ji Yun Im April 25, 2025 16:20 Answered

17 votes 3 comments
Organizer Summary Sheet

John Maloney, Jr April 24, 2025 20:11 Answered

3 votes 3 comments
In Office e-sign

Sarah Baggett April 17, 2025 13:37 Answered

6 votes 2 comments
Signature - keywords & declined emails

Sarah Baggett April 17, 2025 13:15 Answered

3 votes 1 comment
Extensions - Client able to sign extensions on their mobile device

Nanette Pennetta April 16, 2025 19:55 Answered

6 votes 3 comments
Exchange - View Inbox - Sort Alphabetically

Nanette Pennetta April 16, 2025 19:42 Answered

5 votes 2 comments
API - Gather - Download Source Documents webhook does not provide AI recognized filename update

Jon Diercks April 14, 2025 17:45

3 votes 0 comments
SS Suite Feature Requests After 1st Season with Software

Brandon Farmand April 12, 2025 14:02 Answered

9 votes 2 comments
Both taxpayers notified the return is ready simulateously

Trish Cheek April 11, 2025 14:29 Answered

18 votes 3 comments
Gather questionnaire keywords

Sarah Baggett April 07, 2025 15:36 Answered

0 votes 1 comment
SafeSend Exchange - Google Workspace Add In

Jerry Davis April 05, 2025 14:11 Answered

1 vote 1 comment
Manual Sign

Klaire Woodin April 04, 2025 16:36

1 vote 0 comments
Processing CA 592-Q vouchers

Stuart Shapiro March 28, 2025 17:33 Answered

0 votes 1 comment
Gather - Source Document File Names

Taylor Romweber March 28, 2025 13:31 Answered

0 votes 3 comments
Client Portal

Michelle Spencer March 25, 2025 20:08

9 votes 1 comment
Similar Set-Up Across All Products

Michelle Spencer March 25, 2025 20:04

4 votes 0 comments
Organizers - Finish button Update

Michelle Spencer March 25, 2025 20:02

10 votes 5 comments
Portal - Multiple Logins

matt michaels March 18, 2025 19:35 Answered

7 votes 2 comments
SafeSend Extensions

Corinne Nelson March 18, 2025 16:19 Answered

4 votes 3 comments
Organizers that are archived

Gina Willhite March 18, 2025 12:52 Answered

1 vote 3 comments
Organizers Timing Out

Kari Bachle March 17, 2025 23:48 Planned

4 votes 6 comments
webhook for files uploaded via DropOff / ssportal.com

Jon Diercks March 17, 2025 23:36 Answered

4 votes 1 comment
Client Portal

Ji Yun Im March 14, 2025 00:16 Answered

7 votes 2 comments
SafeSend Exchange Setting

Ji Yun Im March 14, 2025 00:13 Answered

2 votes 1 comment
Gather - Archive

Ashley Grant March 12, 2025 19:51 Answered

0 votes 1 comment
Organizer sections (NOT GATHER)

Gina Willhite March 12, 2025 13:39 Answered

3 votes 1 comment
SafeSend Exchange - Two Way Communication

Jerry Davis March 11, 2025 15:14 Answered

5 votes 1 comment

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