Posts – SafeSend Help Center

Exchange and Outlook Plugin

Lynn Barwell January 22, 2025 18:31 Answered

5 votes 4 comments
Visibility for CPA Messages

Jerry Davis January 22, 2025 15:12 Planned

0 votes 3 comments
SafeSend Gather Organization

Tasha Arnold January 22, 2025 13:16

1 vote 4 comments
Client Management Export

Sarah Ludwig January 22, 2025 00:06 Answered

1 vote 3 comments
SafeSend Organizers - We Received Your 2024 Completed Organizer - Please Update Wording

Tricia Walworth January 20, 2025 19:06 Answered

14 votes 4 comments
API Questions - Multiple Files and Archive?

Brandon Farmand January 20, 2025 18:38

0 votes 0 comments
Ability to duplicate custom questions list

Ben Schultz January 17, 2025 20:25 Answered

7 votes 3 comments
Ability to Upload Documents on the Custom Questions Screen in Gather

Ben Schultz January 17, 2025 19:18 Answered

10 votes 1 comment
Ability for the client to view organizer answers and custom questionaire after finishing

Nancy Funk January 17, 2025 15:21 Answered

9 votes 5 comments
Add Support for Form 1041 Fillable Organizers

Ben Schultz January 17, 2025 00:52 Answered

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

Trish Cheek January 13, 2025 19:06 Answered

19 votes 3 comments
Ability to Print Out the Custom Questions

Vicki Cap January 13, 2025 16:16 Answered

11 votes 4 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 Answered

7 votes 2 comments
Signatures - Move Archive & Delete Buttons

Kelly Sochay January 10, 2025 14:28 Answered

1 vote 1 comment
"Invoice Payment Due" banner

April Shanebeck January 09, 2025 18:03 Answered

5 votes 4 comments
Ability to change PDF naming syntax

April Shanebeck January 09, 2025 17:44 Answered

3 votes 2 comments
Require payment after viewing but before signing

April Shanebeck January 08, 2025 17:08 Answered

11 votes 3 comments
Adding a credit card convenience fee when clients pay for their return

Carissa Navarrete January 06, 2025 23:10 Answered

1 vote 1 comment
Direct Link to SP Fileroom

Brandee Burdett January 03, 2025 16:58 Answered

2 votes 1 comment
January release date?

Brandon Farmand January 03, 2025 13:25

1 vote 1 comment
Gather Welcome Screen Clarification Requested

Vicki Cap January 02, 2025 20:05 Completed

3 votes 1 comment
SMS/Text

Sarah Zimmerman December 30, 2024 16:26

0 votes 0 comments
SafeSend Organizers - sort by last name

Hannah Campbell December 27, 2024 16:42 Answered

5 votes 2 comments
SS Organizers

Michelle Spencer December 19, 2024 21:30 Answered

22 votes 7 comments
Emails

Sharon Steele December 13, 2024 21:04

0 votes 4 comments
SS Gather and secure files from clients

Susan McIlvaine December 12, 2024 22:07

1 vote 0 comments
Searching for clients in SS Returns

Sarah Baggett December 12, 2024 16:10 Answered

5 votes 2 comments
COD

Debbie Schmid December 11, 2024 16:56 Answered

0 votes 1 comment
Signature - Self sign

David Norris December 11, 2024 13:52

0 votes 1 comment
UltraTax Organizer - Cannot enter Months In Home for a dependent

Aaron Burns December 07, 2024 00:29 Completed

1 vote 2 comments

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