Posts – SafeSend Help Center

Time Out Feature

Madison Coalson March 10, 2025 12:46

3 votes 2 comments
Safe Send tax payment voucher set up screen

Stuart Shapiro March 01, 2025 00:44 Answered

3 votes 5 comments
SafeSend Signatures - Please Add Client View

Nanette Pennetta February 26, 2025 19:39 Answered

6 votes 2 comments
Gather Roles & Permissions

Kelly Howard February 24, 2025 14:30 Answered

1 vote 1 comment
Support 1120-H Tax Return in SafeSend Returns

Nick DeMarco February 18, 2025 19:41 Answered

4 votes 2 comments
Gather - Client Closes Gather

John Maloney, Jr February 18, 2025 18:35 Answered

4 votes 8 comments
Language Translation - Spanish

Celeste McLain February 18, 2025 16:35 Answered

0 votes 1 comment
Gather - Print Documents list

Donna Perry February 18, 2025 16:03 Answered

13 votes 3 comments
SafeSend Organizers-Reminders Source Documents

Kim Adler February 17, 2025 12:36 Answered

5 votes 1 comment
SafeSend Organizers-Finish Capability on all 3 Icons

Kim Adler February 17, 2025 12:31 Answered

3 votes 3 comments
How Long Does it Take

Brent Ross February 16, 2025 18:10

0 votes 0 comments
UltraTax Firms - is the new AI Automatic Voucher feature working for you?

Brandon Farmand February 14, 2025 15:29

1 vote 4 comments
Spell Check in SafeSend Signatures Messages

Alexander Pisani February 12, 2025 15:13 Answered

2 votes 1 comment
International Phone Numbers - 10 Digit Requirement

R Kahley February 12, 2025 13:46

0 votes 1 comment
Add spouse from Client Info or Client View

Donna Perry February 11, 2025 18:05 Answered

4 votes 1 comment
Client Confusion on Organizer Section of Gather

Vicki Cap February 11, 2025 16:58 Answered

15 votes 9 comments
SafeSend Enhancement Request

Jennifer Poland February 11, 2025 13:16 Answered

1 vote 1 comment
Gather Enhancement Request

Jennifer Poland February 11, 2025 13:14 Answered

6 votes 5 comments
Client Portal Naming Convention - 2025 Tax Year

Travis Hood February 10, 2025 19:51 Answered

5 votes 5 comments
Gather Enhancement

Jerry Davis February 10, 2025 19:36 Answered

8 votes 1 comment
SafeSend Document Request-Download All

Katherine Douglas February 10, 2025 18:52 Answered

1 vote 1 comment
Receive notification of a new upload from a FOLDER link (similar to the drop-off notifications we receive now).

Ben Schultz February 10, 2025 16:06 Answered

2 votes 3 comments
SafeSend Feature Requests Follow-up?

Vicki Cap February 08, 2025 15:02 Answered

2 votes 2 comments
TTC in Protected Mode

Frank Giambruno February 07, 2025 22:27

2 votes 0 comments
Tickmark Pop Up Window

Shira Frank February 07, 2025 22:03 Answered

5 votes 2 comments
SafeSend Signatures-Remove Audit pages

Justan Wong February 07, 2025 20:11 Answered

3 votes 1 comment
SafeSend Organizers and Gather - My Downloads

Annie M. February 06, 2025 16:47

8 votes 0 comments
My Downloads

Heather Babcock February 06, 2025 16:15 Answered

15 votes 4 comments
Gather - UT Organizers - Lite-1 Page

Brandon Farmand February 06, 2025 14:49

2 votes 0 comments
Columns in Archive Section of Gather

Kylie Mountain February 05, 2025 21:04 Answered

4 votes 3 comments

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