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  • Client Portal Management Filter

    Michelle Smith February 02, 2026 18:08
    4 votes 0 comments
  • SIGN UP

    Ryan Rosete February 02, 2026 17:25
    11 votes 2 comments
  • Delay delivery for Signatures

    April Shanebeck January 31, 2026 14:38
    1 vote 0 comments
  • Secure File Transfer Outlook Plugin - Insert Link/Template at Cursor Selection

    Sierra Tubinis January 31, 2026 14:26
    2 votes 0 comments
  • Portal PIN bypass method

    Derek Trinh January 30, 2026 16:54
    1 vote 0 comments
  • Other Documents Upload

    Alison Lorenz January 29, 2026 19:34
    11 votes 2 comments
  • Portal Dashboard Upset

    Ashley Grant January 29, 2026 16:43
    11 votes 3 comments
  • Client Management Portal is a Step Backwards

    Tim Grassey January 29, 2026 16:00
    17 votes 3 comments
  • Client Portal opening on new tab

    Michelle Smith January 29, 2026 15:34
    3 votes 0 comments
  • Firm ability to mark N/A on the Gather DRL

    Cindy Owens January 28, 2026 20:04
    14 votes 0 comments
  • Client Management Portal is a Step Backwards

    Tim Grassey January 28, 2026 19:53
    4 votes 0 comments
  • Signatures reminder email

    April Shanebeck January 28, 2026 05:32
    5 votes 0 comments
  • Clients having SMS for MFA option on all SafeSend Modules

    Sierra Tubinis January 28, 2026 03:17
    3 votes 1 comment
  • SafeSend Client Portal Updates

    Annie M. January 27, 2026 17:11
    3 votes 0 comments
  • Secure File Transfer - Detailed Email Notifications

    Sierra Tubinis January 26, 2026 16:26
    12 votes 1 comment
  • SafeSend Product News - January 24th, 2026

    Andrew VanVladricken January 24, 2026 14:42
    1 vote 0 comments
  • Gather - Mass Download Options

    Tasha Arnold January 23, 2026 20:15
    9 votes 0 comments
  • Save Templates for Additional E-Sign Documents in Gather and Organizers (maybe everywhere in the Suite?)

    Jay Roberts January 23, 2026 16:02
    5 votes 0 comments
  • Send Files to Tax Professional or Tax Preparer on Portal

    Gretchen Moore January 20, 2026 00:28
    5 votes 0 comments
  • Gather AI – Questionnaire Completed API Request

    Andrew Greene January 16, 2026 20:48
    4 votes 0 comments
  • Backup Multi-Factor Authentication for Firm Users

    Margaret Todd January 16, 2026 15:49
    2 votes 2 comments
  • Gather AI - Close By Firm

    Cindy Hughes January 16, 2026 15:21
    3 votes 0 comments
  • Entity Gather Request - Import File Option

    Cindy Hughes January 16, 2026 15:15
    3 votes 0 comments
  • Gather and Tax Return automation

    Cindy Hughes January 16, 2026 13:24
    10 votes 1 comment
  • Search option in Questionnaire editing

    Amanda Allen January 15, 2026 19:03
    1 vote 0 comments
  • Gather Reports - Add Total Documents

    Cindy Owens January 15, 2026 14:57
    3 votes 1 comment
  • SafeSend Gather Best Practices - Close by Firm

    Annie M. January 14, 2026 18:01
    0 votes 0 comments
  • Estimate Payment Reminder after Archive

    Michelle Smith January 13, 2026 21:59
    0 votes 1 comment
  • Please support Form 709

    Sherry Schwenderlauf January 13, 2026 18:53
    8 votes 4 comments
  • Link up to Client Management Instead of CSV manual entries

    Sarah Stanton January 13, 2026 18:44
    3 votes 0 comments
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