Posts – SafeSend Help Center

Rearrange pages withing sections in the Group tab in Tax Returns

Sasha Beritiech September 14, 2025 17:34

2 votes 0 comments
SafeSend Returns - K1 Distribution

Lisa Duqmaq September 11, 2025 23:41

5 votes 0 comments
Estimate Reminders - allow to go to spouse vs. taxpayer

Katherine Douglas September 10, 2025 02:27

13 votes 3 comments
Firm Logo - Best Practices

Tim Grassey September 08, 2025 18:43

0 votes 0 comments
Safesend Returns Enhancement - Taxpayer vs Spouse Signature Boxes

Kassie Pham September 04, 2025 00:15

15 votes 3 comments
Include file name or tax year in subject line or body of email for email notifications to firm saying all signers have signed

Alisa Bourne September 02, 2025 15:51

7 votes 0 comments
Client & ERO Signature spaces

Andrea Babcock August 27, 2025 15:00

7 votes 0 comments
Draft Returns - Confirm, Recall or Undo

Nanette Pennetta August 26, 2025 19:38

1 vote 0 comments
Personal Drop Off Links - Address Book Lookup

Kassie Pham August 26, 2025 00:09

2 votes 0 comments
Estimate Vouchers - Address Change

Tasha Arnold August 25, 2025 16:42

1 vote 0 comments
No Signature for Engagement Letter in Organizer and Gather

Sheree Carpenter August 22, 2025 19:09

8 votes 0 comments
How is your firm pulling data to send organizers in batches? (CCH)

Natalya Larson August 22, 2025 18:05

0 votes 3 comments
Consider Replacing “A note from Tax Preparer” Pop-Up Title in Exchange

Summer Blake August 22, 2025 17:35

8 votes 3 comments
Expand Engagement Year Options in Gather AI

Summer Blake August 22, 2025 16:59

2 votes 0 comments
Returns: E-File Tab - Form Name Drop Down Menu

Bridgett Marcell August 22, 2025 12:17

1 vote 0 comments
Future Updates?

Cindy Morin August 21, 2025 21:16

7 votes 2 comments
Client Portal - Able to Delete Downloaded Documents

Nanette Pennetta August 20, 2025 19:12

3 votes 1 comment
Add invoice to SS Signatures

Lisa Duqmaq August 19, 2025 20:03

1 vote 1 comment
Returns - Remove "Amended" Toggle

Kari Bachle August 19, 2025 16:47

27 votes 13 comments
Returns - Signature Blocks

R Kahley August 19, 2025 15:15

21 votes 5 comments
Request for Client Nickname Variable option on Client Management

Tim Grassey August 18, 2025 16:13

2 votes 1 comment
Gather vs Organizers

Bill Lincoln August 12, 2025 09:31

0 votes 0 comments
Set Download Status API needed for Gather

Kristina Croskey August 11, 2025 19:13

3 votes 1 comment
Gather Recent Release Disappointing

Nanette Pennetta August 07, 2025 20:41

11 votes 0 comments
Able to see client number at the top of Returns

LaHetta Eyrich August 07, 2025 17:17

8 votes 0 comments
Non-Production Environment Message in Client Emails

Summer Blake August 01, 2025 15:10

0 votes 1 comment
SafeSend Update July 2025

Breanna Cretella July 31, 2025 19:02

13 votes 5 comments
Returns - default Invoice bookmark name

Bill Lincoln July 31, 2025 17:37

4 votes 0 comments
Return Counts

Erica Miller July 30, 2025 13:38

10 votes 1 comment
SafeSend Product News - July 26th, 2025

Andrew VanVladricken July 26, 2025 13:37

3 votes 0 comments

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