Posts – SafeSend Help Center

Gather AI - Custom Questions: Add Categories to "Request Document Upload" dropdown list

Vicki Cap November 11, 2025 20:21

8 votes 3 comments

Number of lines displayed per page

Kelly Howard November 11, 2025 16:04

8 votes 2 comments

Batch Organizers for AI Gather-prep work(CS)

Michelle Smith November 06, 2025 20:35

1 vote 0 comments

Client View or Walk-Through - SafeSend Signatures

Trina Durbin November 04, 2025 18:27

5 votes 1 comment

Secure File Dransfer DRL - multiple participants

Marty Farnham November 04, 2025 18:24

2 votes 0 comments

SafeSend Returns Email Sort

Michelle Spencer November 03, 2025 17:03

1 vote 0 comments

Gather AI "Import File" for DRL loses punctuation

Julie Kruger October 30, 2025 18:39

4 votes 0 comments

Gather AI Column Width

Julie Kruger October 30, 2025 18:35

6 votes 0 comments

Lacerte Condensed Organizer

Kari Bachle October 30, 2025 15:07

2 votes 1 comment

Commas in numbers

Jamie Bolinger October 30, 2025 12:58

4 votes 0 comments

Adobe Crashes with TTC

Dana M. Bormann October 29, 2025 18:00

1 vote 1 comment

TTC install causes Adobe to crash

Dana M. Bormann October 29, 2025 17:54

1 vote 4 comments

Extensions - Able to Sign on Mobile Device

Nanette Pennetta October 28, 2025 15:16

5 votes 1 comment

Client Portal report

Cindy Morin October 27, 2025 15:45

7 votes 2 comments

SafeSend Product News - October 25th, 2025

Andrew VanVladricken October 25, 2025 16:35

2 votes 1 comment

SafeSend Returns - Client Tracking History Available Prior to Recalled Return

Nanette Pennetta October 22, 2025 20:12

14 votes 2 comments

SS Gather - Entity Signature Handling

Ben Schultz October 22, 2025 02:01

0 votes 0 comments

SafeSend Exchange Outlook Plugin - Request for clarification on number of files that can be sent

Tricia Walworth October 08, 2025 19:58

2 votes 1 comment

Client Management - Newly Married Clients

Tasha Arnold October 08, 2025 16:54

0 votes 0 comments

E-signatures on Paper-Filed Returns

Sherry Sergeant October 03, 2025 17:41

0 votes 3 comments

Gather AI file request name limits

Julie Kruger September 30, 2025 18:28

2 votes 0 comments

Voucher Watermarks

Donna K Schroeder September 30, 2025 14:14

11 votes 1 comment

Preparing for Organizers in UT- not all are sent SafeSend

Michelle Smith September 26, 2025 19:05

0 votes 1 comment

Enhancement that allows Practitioners to use Gather as a workpaper tool

DeVon Billups September 23, 2025 17:30

1 vote 0 comments

Gather Import File for Individuals

Julie Kruger September 18, 2025 18:29

1 vote 1 comment

Organizer Name Sort - asking since 2023!

Marty Farnham September 17, 2025 18:08

7 votes 2 comments

SafeSend Exchange- number of files indicated in email

Linde Crittenden September 17, 2025 17:02

6 votes 0 comments

Batch Entity Gather Requests

Clayton Pierson September 17, 2025 12:44

5 votes 2 comments

Gather AI - Custom Questions: Add Categories to "Request Document Upload" dropdown list

Number of lines displayed per page

Batch Organizers for AI Gather-prep work(CS)

Client View or Walk-Through - SafeSend Signatures

Secure File Dransfer DRL - multiple participants

SafeSend Returns Email Sort

Gather AI "Import File" for DRL loses punctuation

Gather AI Column Width

Lacerte Condensed Organizer

Commas in numbers

Adobe Crashes with TTC

TTC install causes Adobe to crash

Extensions - Able to Sign on Mobile Device

Client Portal report

SafeSend Product News - October 25th, 2025

SafeSend Returns - Client Tracking History Available Prior to Recalled Return

SS Gather - Entity Signature Handling

SafeSend Exchange Outlook Plugin - Request for clarification on number of files that can be sent

Client Management - Newly Married Clients

E-signatures on Paper-Filed Returns

Gather AI file request name limits

Voucher Watermarks

Preparing for Organizers in UT- not all are sent SafeSend

Enhancement that allows Practitioners to use Gather as a workpaper tool

Gather Import File for Individuals

Organizer Name Sort - asking since 2023!

SafeSend Exchange- number of files indicated in email

Batch Entity Gather Requests

Group Dashboard in Returns-Adding Awaiting E-Sign option to Signature status dropdown

Hide Empty Bookmarks and Colorize Bookmarks request