Posts – SafeSend Help Center

"session expired" when in the middle of sending out a client tax return.

Samantha Donnelly April 06, 2026 17:17

6 votes 1 comment
K1 Distribution Reporting

Cindy Hughes April 03, 2026 20:14

2 votes 0 comments
Voucher Watermarks

Dana Vance April 02, 2026 12:48

4 votes 0 comments
Unified Client Activity View Across Modules

Jamie Claspy April 01, 2026 19:54

17 votes 2 comments
Sign Date Column in Signature

Jay Lee April 01, 2026 01:04

2 votes 0 comments
Change language for in E-Signing section for Manual Sign

Alisa Bourne March 31, 2026 20:13

11 votes 1 comment
SafeSend Returns - Client View or Taxpayer Experience Loading/Displaying Errors

Annie M. March 27, 2026 16:17 Completed

1 vote 1 comment
SafeSend Returns - Returns with Extension Forms Recognized as Extensions

Annie M. March 27, 2026 15:56 Completed

2 votes 1 comment
AI Gather Organizer not loading

Michelle Smith March 26, 2026 18:37

0 votes 0 comments
Re-write TTC for use a different PDF editor

Bruce Claassen March 26, 2026 16:52

2 votes 0 comments
Gather Questionnaire download partial

Stefanie Rucker March 25, 2026 23:44

4 votes 1 comment
Add "Send Reminder" button to Controller view in grouped returns

Holly LaBelle March 23, 2026 16:17

8 votes 0 comments
Request to support form 1040-SR

Samantha Donnelly March 23, 2026 14:53

2 votes 0 comments
Please support Form 709

Barbara Zdeb March 23, 2026 13:25

22 votes 1 comment
System says the link was opened but wont send a new link because link not opened - FIX THIS PLEASE!!!!!

Gretchen Westover March 20, 2026 10:20

0 votes 1 comment
Gather - Custom Status column for internal sorting

Brittany Greulich March 18, 2026 18:37

12 votes 3 comments
Gather AI Document Names

Deana Mullaney March 18, 2026 13:45

16 votes 0 comments
Yahoo users not receiving emails?

Kristen Cantwell March 16, 2026 13:04

1 vote 1 comment
Gather -N/A docs

Nancy Funk March 13, 2026 19:33

18 votes 3 comments
Make Checkboxes On Gather Tax Organizers Visible During Processing Phase

Sheree Carpenter March 13, 2026 15:42

0 votes 0 comments
Client Instruction Email Templates

Jennifer McFadden March 12, 2026 22:47

12 votes 0 comments
Secure File Transfer

Cindy Owens March 10, 2026 15:54

4 votes 0 comments
Add Total files uploaded area for Clients

Jennifer Kidd March 10, 2026 06:30

11 votes 0 comments
Fix Search and Filtering in SafeSend Modules

Sierra Tubinis March 06, 2026 21:02

7 votes 1 comment
Organizer - File name when document uploaded on organizer page

Tonia Vermilye March 06, 2026 19:30

4 votes 0 comments
Ability to change naming convention on downloaded efile forms

Michelle Spencer March 06, 2026 18:40

3 votes 0 comments
Business Returns to multiple clients

Carrie Godfrey March 04, 2026 03:51

0 votes 0 comments
KBA not required by the IRS??

Michael Farr March 03, 2026 17:51

0 votes 0 comments
Federal now requesting NO checks-direct pay

Kim Adler February 28, 2026 19:24

1 vote 1 comment
Gather AI Cutom Questionnaire - Default to all categories expanded

Heather Smith February 27, 2026 16:24

2 votes 1 comment