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  • SafeSend Signatures - Please Add Client View

    Nanette Pennetta February 26, 2025 19:39 Answered
    6 votes 2 comments
  • Gather Roles & Permissions

    Kelly Howard February 24, 2025 14:30 Answered
    1 vote 1 comment
  • Support 1120-H Tax Return in SafeSend Returns

    Nick DeMarco February 18, 2025 19:41 Answered
    4 votes 2 comments
  • Gather - Client Closes Gather

    John Maloney, Jr February 18, 2025 18:35 Answered
    4 votes 8 comments
  • Language Translation - Spanish

    Celeste McLain February 18, 2025 16:35 Answered
    0 votes 1 comment
  • Gather - Print Documents list

    Donna Perry February 18, 2025 16:03 Answered
    13 votes 3 comments
  • SafeSend Organizers-Reminders Source Documents

    Kim Adler February 17, 2025 12:36 Answered
    5 votes 1 comment
  • SafeSend Organizers-Finish Capability on all 3 Icons

    Kim Adler February 17, 2025 12:31 Answered
    3 votes 3 comments
  • Spell Check in SafeSend Signatures Messages

    Alexander Pisani February 12, 2025 15:13 Answered
    2 votes 1 comment
  • Add spouse from Client Info or Client View

    Donna Perry February 11, 2025 18:05 Answered
    4 votes 1 comment
  • Client Confusion on Organizer Section of Gather

    Vicki Cap February 11, 2025 16:58 Answered
    15 votes 9 comments
  • SafeSend Enhancement Request

    Jennifer Poland February 11, 2025 13:16 Answered
    1 vote 1 comment
  • Gather Enhancement Request

    Jennifer Poland February 11, 2025 13:14 Answered
    6 votes 5 comments
  • Client Portal Naming Convention - 2025 Tax Year

    Travis Hood February 10, 2025 19:51 Answered
    5 votes 5 comments
  • Gather Enhancement

    Jerry Davis February 10, 2025 19:36 Answered
    8 votes 1 comment
  • SafeSend Document Request-Download All

    Katherine Douglas February 10, 2025 18:52 Answered
    1 vote 1 comment
  • Receive notification of a new upload from a FOLDER link (similar to the drop-off notifications we receive now).

    Ben Schultz February 10, 2025 16:06 Answered
    2 votes 3 comments
  • SafeSend Feature Requests Follow-up?

    Vicki Cap February 08, 2025 15:02 Answered
    2 votes 2 comments
  • Tickmark Pop Up Window

    Shira Frank February 07, 2025 22:03 Answered
    5 votes 2 comments
  • SafeSend Signatures-Remove Audit pages

    Justan Wong February 07, 2025 20:11 Answered
    3 votes 1 comment
  • My Downloads

    Heather Babcock February 06, 2025 16:15 Answered
    15 votes 4 comments
  • Columns in Archive Section of Gather

    Kylie Mountain February 05, 2025 21:04 Answered
    4 votes 3 comments
  • Filter selections

    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
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