Posts – SafeSend Help Center

Gather & Tax Returns delivery- add client name

Amanda Doberdruk April 07, 2026 19:28 Answered

3 votes 2 comments
Estimated Payment Reminders

Jennifer Lewis September 15, 2025 15:24 Answered

9 votes 1 comment
Amended returns - how to process?

Brandon Farmand August 12, 2025 14:48 Answered

1 vote 3 comments
Exchange- allow to select different email templates while in the New Message window

Alisa Bourne August 05, 2025 17:23 Answered

6 votes 2 comments
Amended Returns - Support Prior Years

Nanette Pennetta August 04, 2025 18:35 Answered

7 votes 1 comment
Returns View

Cindy Owens July 31, 2025 15:40 Answered

12 votes 3 comments
Gather - tax docs to workpaper file

Bill Lincoln July 31, 2025 15:12 Answered

1 vote 2 comments
Returns - Update

Michael Farr July 28, 2025 18:06 Answered

4 votes 1 comment
Manually Signed on Client Portals

Andrea Miller July 17, 2025 18:59 Answered

3 votes 1 comment
Notes FROM Client in Gather AI

Benjamin Kramer July 07, 2025 16:51 Answered

14 votes 1 comment
Uploaded E File Authorization Forms - Unsigned

Nanette Pennetta July 02, 2025 14:11 Answered

5 votes 1 comment
Separate Federal and state tax return bookmarks in the client review module

Chris Milligan June 26, 2025 17:05 Answered

10 votes 4 comments
Ability to bulk update assigned ERO for all clients via .csv import

Chris Milligan June 25, 2025 18:18 Answered

0 votes 1 comment
Client Intro

Katie Ashford June 23, 2025 19:32 Answered

0 votes 1 comment
Community Page Hack

Marty Farnham June 11, 2025 18:54 Answered

0 votes 1 comment
7203 to K1

Marty Farnham June 11, 2025 18:49 Answered

0 votes 1 comment
Access for both Taxpayer and Spouse

Nancy Peed June 11, 2025 17:04 Answered

15 votes 2 comments
Locked Returns - Client

Nanette Pennetta June 10, 2025 15:58 Answered

4 votes 1 comment
Link Multiple Tax Returns - Client Portal

Ji Yun Im June 09, 2025 22:36 Answered

1 vote 1 comment
Alternate to "Add Payment Details"

Barb Kuhns June 03, 2025 19:16 Answered

11 votes 4 comments
Gather - Ability to Re-Open

Tasha Arnold May 28, 2025 19:12 Answered

8 votes 1 comment
Document Request List - Send One DRL to TP & Spouse

Marty Farnham May 28, 2025 17:11 Answered

3 votes 1 comment
Doc Request List - Attach files for client to complete

Marty Farnham May 23, 2025 15:31 Answered

5 votes 1 comment
SafeSend Return - Invoice Paid Update Option

R Kahley May 20, 2025 19:10 Answered

17 votes 2 comments
Invoice Payment Due Reminder and Forward

Michelle Albrecht May 20, 2025 19:06 Answered

10 votes 1 comment
Organizers - Initial Signer

Adam Rutherford May 20, 2025 19:01 Answered

11 votes 2 comments
SafeSend Exchange Outlook PlugIn

Kenneth Raleigh May 20, 2025 18:51 Answered

1 vote 2 comments
Extensions - Need Paper File Tab

Melissa Horenstein May 20, 2025 18:47 Answered

4 votes 2 comments
Gather Questionnaire Answers Format

Katie Smith May 20, 2025 18:47 Answered

4 votes 1 comment
CCH Import: Custom Print Sets

Summer Thornton May 20, 2025 18:42 Answered

2 votes 1 comment