Posts – SafeSend Help Center

SS Organizers

Michelle Spencer December 19, 2024 21:30

18 votes 5 comments
Client Portal

Alex Furner January 22, 2025 22:57

13 votes 2 comments
Client View for users in Client One Hub Portal

Rebecca November 22, 2024 16:26

13 votes 2 comments
Gather-Let either spouse sign to get started

Trish Cheek January 13, 2025 19:06

11 votes 1 comment
Clients being able to access and print organizer BEFORE answering custom questions

Gina Willhite January 22, 2025 19:39

8 votes 2 comments
SafeSend Organizers - We Received Your 2024 Completed Organizer - Please Update Wording

Tricia Walworth January 20, 2025 19:06

8 votes 1 comment
Automatic Reminders for SafeSend Exchange Document Request Lists

Chelsea Mitra December 05, 2024 17:19

8 votes 0 comments
SafeSend Returns - Quick View Reports for Paper-filed Returns

Kelly Sochay December 06, 2024 17:14

7 votes 0 comments
Ability to Upload Documents on the Custom Questions Screen in Gather

Ben Schultz January 17, 2025 19:18

6 votes 0 comments
Ability for the client to view organizer answers and custom questionaire after finishing

Nancy Funk January 17, 2025 15:21

6 votes 3 comments
Organizer - Allow users to Add or Remove a spouse due to the change in client's filing status for current year

Leo Liu January 13, 2025 01:24

6 votes 0 comments
Searching for clients in SS Returns

Sarah Baggett December 12, 2024 16:10

5 votes 1 comment
Ability to Print Out the Custom Questions

Vicki Cap January 13, 2025 16:16

4 votes 1 comment
Require payment after viewing but before signing

April Shanebeck January 08, 2025 17:08

4 votes 0 comments
SafeSend Organizers - sort by last name

Hannah Campbell December 27, 2024 16:42

4 votes 1 comment
SafeSend Organizer Best Practices

Gina Willhite February 07, 2024 21:10

4 votes 3 comments
Client Portal feedback

Gina Willhite January 21, 2025 21:02

3 votes 2 comments
Gather Welcome Screen Clarification Requested

Vicki Cap January 02, 2025 20:05

3 votes 0 comments
Ability to duplicate custom questions list

Ben Schultz January 17, 2025 20:25

2 votes 0 comments
"Invoice Payment Due" banner

April Shanebeck January 09, 2025 18:03

2 votes 1 comment
Actual use of APIs

Misty January 08, 2025 21:30

2 votes 0 comments
Document Request List Categories in Gather

Tami Lawson November 25, 2024 13:49

2 votes 0 comments
Organizer settings for Gather - Is Classic a possiblity?

Alison Bentley September 04, 2024 23:28

2 votes 1 comment
Exchange and Outlook Plugin

Lynn Barwell January 22, 2025 18:31

1 vote 3 comments
Signatures - Move Archive & Delete Buttons

Kelly Sochay January 10, 2025 14:28

1 vote 0 comments
Ability to change PDF naming syntax

April Shanebeck January 09, 2025 17:44

1 vote 0 comments
Adding a credit card convenience fee when clients pay for their return

Carissa Navarrete January 06, 2025 23:10

1 vote 0 comments
Direct Link to SP Fileroom

Brandee Burdett January 03, 2025 16:58

1 vote 0 comments
January release date?

Brandon Farmand January 03, 2025 13:25

1 vote 1 comment
Reposting - New TTC Version 6.0.X

Stephen Gintz August 15, 2024 15:40

1 vote 1 comment