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    Kylie Mountain February 05, 2025 20:52 Answered
    4 votes 1 comment
  • Integrated Document Scanner

    Liz Grieco February 05, 2025 16:15 Answered
    6 votes 6 comments
  • SafeSend Portal

    Klaire Woodin February 04, 2025 21:18 Answered
    10 votes 5 comments
  • Clients Not Leaving "Uploads" List When Downloaded

    Kari Bachle February 03, 2025 21:32 Answered
    6 votes 5 comments
  • PORTAL - Folders for multiple entities on the client's side

    Tami Baska February 03, 2025 19:55 Answered
    7 votes 1 comment
  • Exchange API

    Eric Vieth February 03, 2025 16:29 Answered
    2 votes 1 comment
  • Client Portal Contact Information

    Nikole Bauman February 03, 2025 08:50 Answered
    3 votes 3 comments
  • Bulk delete Tickmarks

    Annie Driver February 01, 2025 19:27 Answered
    4 votes 3 comments
  • SafeSend Returns Payment Reminders

    Martha Johnson February 01, 2025 18:37 Completed
    3 votes 3 comments
  • Gather AI Request

    Kristina Grimmer February 01, 2025 18:34 Answered
    12 votes 7 comments
  • Bring Back "Download Now" in Organizers

    Kari Bachle February 01, 2025 00:25 Answered
    15 votes 9 comments
  • Client Portal - Send File

    Corinne Nelson January 31, 2025 18:44 Answered
    5 votes 2 comments
  • 8879 ERO Signature and Date

    Sarah Zimmerman January 31, 2025 15:32
    1 vote 0 comments
  • Gather - client missed something?

    Brandon Farmand January 31, 2025 14:44
    1 vote 0 comments
  • Adding Itemized Deduction Category In Gather

    Todd Doe January 30, 2025 15:59 Answered
    19 votes 10 comments
  • Client View - Gather question

    Brandon Farmand January 30, 2025 14:18
    1 vote 1 comment
  • Client Portal - Security concerns

    Andy Baumruk January 29, 2025 20:53 Planned
    12 votes 4 comments
  • Client Portal

    Deana Mullaney January 29, 2025 19:55 Answered
    5 votes 1 comment
  • NA's Showing a Complete Organizer

    Tasha Arnold January 29, 2025 02:49 Answered
    4 votes 1 comment
  • Message to Client inside of Gather

    Tasha Arnold January 29, 2025 02:33 Answered
    4 votes 1 comment
  • Client Portal - PLEASE RENAME!

    Sarah Baggett January 28, 2025 14:47 Answered
    8 votes 4 comments
  • TicTie Sign-Off Disappears When Page Replaced

    Crystal Stanley January 28, 2025 02:00 Answered
    1 vote 1 comment
  • Document Request Details

    Adam Rutherford January 27, 2025 21:56 Answered
    1 vote 1 comment
  • Client Portal - Frustrating

    Dawn Anderson January 27, 2025 21:14 Answered
    9 votes 3 comments
  • Reorder the steps for a client to complete the Gather process

    Andy Gephart January 26, 2025 16:00 Answered
    11 votes 3 comments
  • Ability to add Category to Documents uploaded into Gather by Client, or by Preparer

    Vicki Cap January 25, 2025 16:47 Answered
    1 vote 1 comment
  • SafeSend Product News - January 25th, 2025

    Andrew VanVladricken January 25, 2025 12:45
    0 votes 0 comments
  • Ability to change frequency of notifications for signed documents

    Miriam Kroschel January 23, 2025 21:18 Answered
    0 votes 1 comment
  • Client Portal

    Alex Furner January 22, 2025 22:57 Answered
    23 votes 5 comments
  • Clients being able to access and print organizer BEFORE answering custom questions

    Gina Willhite January 22, 2025 19:39 Answered
    13 votes 7 comments
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