Posts – SafeSend Help Center

Gather optional comment field

Kelly Howard February 25, 2026 19:33

8 votes 0 comments

Roles & Permission

Kelly Howard February 25, 2026 19:31

5 votes 1 comment

Secure File Transfer - Ability to Update Tax Year

Kelly Sochay February 25, 2026 18:14

6 votes 0 comments

Gather AI - Archived Clients Dashboard Enhancement

Vicki Cap February 25, 2026 14:35

7 votes 3 comments

Gather - Client Document Upload Discrepancies

Holly LaBelle February 25, 2026 13:38

9 votes 0 comments

Gather - Page Navigation Circles

Holly LaBelle February 25, 2026 13:30

9 votes 0 comments

Gather AI - Notifications (too many)

Jennifer Kidd February 24, 2026 23:03

12 votes 1 comment

GoFileRoom Description Mapping

Levi Gruver February 21, 2026 16:02

3 votes 0 comments

SafeSend Gather - Unable to Access Client View or Client Experience

Annie M. February 20, 2026 22:04

4 votes 0 comments

Duplicate uploads in Gather

Amanda Doberdruk February 20, 2026 21:12

8 votes 3 comments

Gather - manual changing of SP Binder Status

Kelly Sochay February 19, 2026 19:10

2 votes 1 comment

Gather AI Questionnaire - Make the answer selection area bigger and more visible

Heather Smith February 19, 2026 13:55

5 votes 1 comment

Gather - Merged Source Doc Download

Kelly Sochay February 19, 2026 13:41

9 votes 0 comments

Secure File Transfer - Tax Year

Kelly Sochay February 19, 2026 13:25

3 votes 0 comments

Return Delivery

Kristy Minton February 18, 2026 13:21

1 vote 0 comments

Extensions - Need Filter or Sort Option

Nanette Pennetta February 17, 2026 17:49

3 votes 0 comments

GatherAi Organizer Download

David Hildreth February 16, 2026 17:31

14 votes 6 comments

Client Requests

Julianne Rotondo February 15, 2026 17:39

8 votes 2 comments

Drop-off Links - Link up to User listed in Client Management

Julianne Rotondo February 14, 2026 14:58

3 votes 0 comments

Payment Vouchers Online only

Julie Kruger February 12, 2026 23:58

6 votes 2 comments

Gather AI request for businesses

Adam Repasy February 11, 2026 21:48

10 votes 2 comments

Gather - Pending Documents in DRL

Julie Kruger February 11, 2026 21:13

4 votes 1 comment

Client Confusion regarding Uploading to Gather after clicking "Finished"

Vicki Cap February 11, 2026 16:15

23 votes 2 comments

Turn off Drop-Off Link Access by Firm

Sarah Baggett February 10, 2026 21:15

2 votes 0 comments

Gather AI

Kristy Minton February 10, 2026 17:38

2 votes 0 comments

Paginate Bookmark Function

Jillian Pike February 07, 2026 19:41

0 votes 0 comments

Ability to delete bookmark and associated page

Jillian Pike February 07, 2026 19:36

0 votes 0 comments

SurePrep Binder Tracking

Kelly Sochay February 07, 2026 18:37

1 vote 0 comments

Gather optional comment field

Roles & Permission

Secure File Transfer - Ability to Update Tax Year

Gather AI - Archived Clients Dashboard Enhancement

Gather - Client Document Upload Discrepancies

Gather - Page Navigation Circles

Gather AI - Notifications (too many)

GoFileRoom Description Mapping

SafeSend Gather - Unable to Access Client View or Client Experience

Duplicate uploads in Gather

Gather - manual changing of SP Binder Status

Gather AI Questionnaire - Make the answer selection area bigger and more visible

Gather - Merged Source Doc Download

Secure File Transfer - Tax Year

Return Delivery

Extensions - Need Filter or Sort Option

GatherAi Organizer Download

Client Requests

Drop-off Links - Link up to User listed in Client Management

Payment Vouchers Online only

Gather AI request for businesses

Gather - Pending Documents in DRL

Client Confusion regarding Uploading to Gather after clicking "Finished"

Turn off Drop-Off Link Access by Firm

Gather AI

Paginate Bookmark Function

Ability to delete bookmark and associated page

SurePrep Binder Tracking

Would like "Finished" Gather Reminders and/or ability to change "Finished" status

Allow client to mark other signature as not needed - deceased or divorced