Posts – SafeSend Help Center

SafeSend Exchange file type

Tony Davidson August 13, 2025 13:10 Completed

3 votes 3 comments
Amended returns - how to process?

Brandon Farmand August 12, 2025 14:48 Answered

1 vote 3 comments
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
Allow spouses to sign returns concurrently

Heather Smith August 11, 2025 14:30 Planned

36 votes 10 comments
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
Gather - Include Save & Close Option in the Pop up with Confirm & Cancel

Nanette Pennetta August 07, 2025 15:02 Completed

9 votes 1 comment
Exchange- allow to select different email templates while in the New Message window

Alisa Bourne August 05, 2025 17:23 Answered

6 votes 2 comments
Amended Returns - Support Prior Years

Nanette Pennetta August 04, 2025 18:35 Answered

7 votes 1 comment
Non-Production Environment Message in Client Emails

Summer Blake August 01, 2025 15:10

0 votes 1 comment
GFR Integration

Trina Durbin August 01, 2025 15:10 Planned

11 votes 7 comments
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
Returns View

Cindy Owens July 31, 2025 15:40 Answered

12 votes 3 comments
Gather - tax docs to workpaper file

Bill Lincoln July 31, 2025 15:12 Answered

1 vote 2 comments
See ALL returns in Delivered and Archived, including amended returns

Tax Support Desk July 31, 2025 14:45 Planned

19 votes 8 comments
Return Counts

Erica Miller July 30, 2025 13:38

10 votes 1 comment
Returns - Update

Michael Farr July 28, 2025 18:06 Answered

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

Andrew VanVladricken July 26, 2025 13:37

3 votes 0 comments
Manually Signed on Client Portals

Andrea Miller July 17, 2025 18:59 Answered

3 votes 1 comment
Name Sort - Gather

Sara DiVito July 16, 2025 20:58

7 votes 3 comments
Recover deleted emails

Lisa Wofford July 14, 2025 19:41

4 votes 2 comments
Notes FROM Client in Gather AI

Benjamin Kramer July 07, 2025 16:51 Answered

14 votes 1 comment
SafeSend Exchange

Lisa Duqmaq July 02, 2025 20:19

2 votes 0 comments
Uploaded E File Authorization Forms - Unsigned

Nanette Pennetta July 02, 2025 14:11 Answered

5 votes 1 comment
Separate Federal and state tax return bookmarks in the client review module

Chris Milligan June 26, 2025 17:05 Answered

10 votes 4 comments
Color of envelope on organizers

Katie Ashford June 25, 2025 20:38

3 votes 0 comments
Ability to bulk update assigned ERO for all clients via .csv import

Chris Milligan June 25, 2025 18:18 Answered

0 votes 1 comment
Client Intro

Katie Ashford June 23, 2025 19:32 Answered

0 votes 1 comment

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