Posts – SafeSend Help Center

Link up to Client Management Instead of CSV manual entries

Sarah Stanton January 13, 2026 18:44

7 votes 1 comment
Gather Upload Source

Anne Smith January 12, 2026 14:38

2 votes 0 comments
Skipping Sections in Custom Questions

Joanna Robinson January 09, 2026 21:23

2 votes 1 comment
No Portal Access for Spouse

Gretchen Westover January 09, 2026 15:33

3 votes 4 comments
Primary Contact for MFJ

Sherry Sergeant January 09, 2026 14:31

17 votes 3 comments
Secure File Transfer Folders - Bulk Add Folders & Upload Entire Folders

Sierra Tubinis January 08, 2026 22:05

1 vote 0 comments
SafeSend Mail Merge

Sherry Schwenderlauf January 08, 2026 20:09

2 votes 2 comments
Copy Custom Questionnaire from Gather AI to Organizer

Stephan King January 08, 2026 15:43

0 votes 0 comments
Verbiage on estimate reminder emails needs changing

Brandon Farmand January 08, 2026 14:07

1 vote 2 comments
GFR Integration Changes Needed

Caitlin Kleinschmidt January 07, 2026 01:19

2 votes 0 comments
Gather AI - privacy

Joanne Natale January 06, 2026 16:34

1 vote 1 comment
SafeSend Signatures Mail Merge - enhancement request

Sherry Schwenderlauf January 02, 2026 20:11

0 votes 0 comments
Can I restrict signing ability to only mouse signature?

Melanie Labrum December 30, 2025 16:53

0 votes 0 comments
Sort by preparer needed for Gather

John Seevers December 29, 2025 21:15

5 votes 4 comments
SafeSend Product News - December 29th, 2025

Andrew VanVladricken December 29, 2025 16:21

0 votes 1 comment
Gather AI - Allow Variables in Custom Questions

Tim Grassey December 29, 2025 16:04

3 votes 0 comments
Adding additional letter to Gather R

Katherine Rennick December 18, 2025 23:25

1 vote 0 comments
Problems with CCH ProFx Organizers

Erika December 17, 2025 17:39

0 votes 0 comments
SafeSend Gather AI / Organizer rollout — how are you handling bulk intro emails + opt-outs?

Felix Blowers December 16, 2025 20:46

1 vote 0 comments
Ability to setup filter in Archive

Michelle Smith December 09, 2025 19:33

2 votes 1 comment
Ability to upload new estimates for paper filed items

Kathy Pugh December 05, 2025 15:37

7 votes 0 comments
8879 signature before payment

DONNA HOEHLEIN December 03, 2025 18:47

3 votes 0 comments
SafeSend Organizers and Gather - Ready for 2025!

Annie M. December 02, 2025 14:42

2 votes 0 comments
Use Custom Message Name as Task Name in Client Portal

Summer Blake November 29, 2025 22:01

6 votes 0 comments
Gather Notifications

Cindy Owens November 26, 2025 16:09

3 votes 1 comment
DRLs Setup on Recurring Schedule

Celeste McLain November 25, 2025 17:11

2 votes 0 comments
Go File Room Integration

Cindy Owens November 18, 2025 17:58

1 vote 0 comments
Adding Merge Fields to Saved Messages in Signatures

Brittney Lane November 14, 2025 13:35

9 votes 1 comment
SS Signature Documents - Signed PDF as Email Attachment (no login necessary)

Riley Howard November 13, 2025 17:11

4 votes 2 comments
Ability to select Client Instructions in Gather

Michelle Smith November 12, 2025 13:53

9 votes 1 comment

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