Posts – SafeSend Help Center

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

Kelly Sochay February 07, 2026 18:34

10 votes 2 comments
Allow client to mark other signature as not needed - deceased or divorced

Sarah Baggett February 06, 2026 21:20

6 votes 0 comments
Gather AI - Document Upload Status

Julie Kruger February 06, 2026 17:14

20 votes 3 comments
Custom questions, engagement letters, and fillable organizers to Sureprep.

Eileen Walker February 04, 2026 15:24

9 votes 1 comment
Client Changes in case of death, divorce, etc after sending

Eileen Walker February 04, 2026 15:20

9 votes 1 comment
Secure File Exchange - ASC File Type

Janet Burns February 04, 2026 13:59

1 vote 0 comments
Simultaneous Signing for Engagement Agreements

Alexandra Lal February 04, 2026 00:57

5 votes 1 comment

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