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Show planned All Planned Not planned Completed Answered No status Sort by newest post Newest post Recent activity Votes Comments
  • Organizers Timing Out

    Kari Bachle March 17, 2025 23:48 Planned
    5 votes 6 comments
  • Visibility for CPA Messages

    Jerry Davis January 22, 2025 15:12 Planned
    0 votes 3 comments
  • Automatic Reminders for SafeSend Exchange Document Request Lists

    Chelsea Mitra December 05, 2024 17:19 Planned
    8 votes 1 comment
  • Document Request List Categories in Gather

    Tami Lawson November 25, 2024 13:49 Planned
    3 votes 1 comment
  • Document Request Message From Tax Preparer

    Marty Farnham October 21, 2024 15:32 Planned
    6 votes 1 comment
  • TicTie Calculate Version 6 - File Storage Program Conflicts

    Stephen Gintz August 15, 2024 14:25 Planned
    1 vote 2 comments
  • SafeSend Suite - Issue When Deleting Office Locations

    Annie M. February 14, 2024 19:09 Planned
    0 votes 0 comments
  • Safe Send - Returns

    Tammy Wishowski January 25, 2024 21:45 Planned
    1 vote 1 comment
  • SafeSend Exchange - Retention Periods

    Annie M. January 17, 2024 21:51 Planned
    0 votes 0 comments
  • SafeSend Exchange Mobile Upload

    Austin Schlatter January 09, 2024 16:11 Planned
    4 votes 1 comment
  • Deeper CCH Axcess Integration

    Marc Krupsky August 07, 2023 20:47 Planned
    1 vote 1 comment
  • Grouped Returns - sent to ERO

    Marty Farnham June 30, 2023 14:57 Planned
    0 votes 1 comment
  • Optional Signature Boxes on Additional E-sign Documents

    Heather Smith June 21, 2023 14:14 Planned
    2 votes 1 comment
  • Organizers - Include Spouse Name as an available search/sort/display column in all grids

    Jon Diercks April 25, 2023 20:49 Planned
    1 vote 1 comment
  • K1s names need to include the entity

    Shevy Fleischmann March 13, 2023 18:01 Planned
    1 vote 1 comment
  • Show more than 20 entries per page?

    Philip Busenitz March 06, 2023 11:01 Planned
    3 votes 4 comments
  • Auto Add Client Names - SS Signatures Message / Email

    Chelsea James January 26, 2023 18:04 Planned
    2 votes 1 comment
  • Ability to see and search all returns delivered on single screen, regardless of grouped or archived status

    Lori Jolly October 27, 2022 19:29 Planned
    4 votes 4 comments
  • Distribute K-1s in Bulk

    Lori Jolly October 27, 2022 19:20 Planned
    2 votes 6 comments
  • K-1 naming convention

    Annette Booth September 20, 2022 00:29 Planned
    3 votes 4 comments
  • Amended Returns

    John L. Toews July 12, 2022 17:49 Planned
    8 votes 6 comments
  • E-File Form Setting - Title Field

    Kindel Meek March 02, 2022 17:22 Planned
    0 votes 1 comment
  • Organizers Completed Before They Really Are

    Lynn Barwell February 25, 2022 12:11 Planned
    7 votes 3 comments
  • Client Document Upload to Safe Send Organizer

    Sharon Steele January 20, 2022 19:48 Planned
    -2 votes 2 comments
  • SSO Archive Feature!!!!

    Permanently deleted user January 19, 2022 20:26 Planned
    0 votes 1 comment

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