SafeSend Suite - General Discussion

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• Thomson Reuters conversion, Enhancment Requests and other issues

  Tim Grassey May 12, 2026 20:34
  12 votes 0 comments

• After latest update dashboard views very spaced out

  Brandon Farmand May 05, 2026 19:26
  13 votes 3 comments

• Screen views

  Julie Tiffee April 28, 2026 16:38
  7 votes 0 comments

• Bring Back Fixed page width to Delivered returns page

  Marty Farnham April 27, 2026 14:47
  8 votes 0 comments

• Signing Reminders for Extensions that are Review Only

  Alexandra Lal April 20, 2026 16:36
  0 votes 1 comment

• SafeSend Returns- Clients experiencing Fetch & Gateway Errors

  DeAndra Roberts April 10, 2026 15:34
  0 votes 0 comments

• "session expired" when in the middle of sending out a client tax return.

  Samantha Donnelly April 06, 2026 17:17
  6 votes 1 comment

• AI Gather Organizer not loading

  Michelle Smith March 26, 2026 18:37
  0 votes 0 comments

• System says the link was opened but wont send a new link because link not opened - FIX THIS PLEASE!!!!!

  Gretchen Westover March 20, 2026 10:20
  0 votes 1 comment

• Yahoo users not receiving emails?

  Kristen Cantwell March 16, 2026 13:04
  1 vote 1 comment

• Business Returns to multiple clients

  Carrie Godfrey March 04, 2026 03:51
  0 votes 0 comments

• KBA not required by the IRS??

  Michael Farr March 03, 2026 17:51
  0 votes 0 comments

• Duplicate uploads in Gather

  Amanda Doberdruk February 20, 2026 21:12
  7 votes 3 comments

• Portal PIN bypass method

  Derek Trinh January 30, 2026 16:54
  1 vote 0 comments

• Client Management Portal is a Step Backwards

  Tim Grassey January 29, 2026 16:00
  15 votes 3 comments

• Client Management Portal is a Step Backwards

  Tim Grassey January 28, 2026 19:53
  4 votes 0 comments

• Estimate Payment Reminder after Archive

  Michelle Smith January 13, 2026 21:59
  0 votes 1 comment

• Link up to Client Management Instead of CSV manual entries

  Sarah Stanton January 13, 2026 18:44
  3 votes 0 comments

• No Portal Access for Spouse

  Gretchen Westover January 09, 2026 15:33
  3 votes 4 comments

• Verbiage on estimate reminder emails needs changing

  Brandon Farmand January 08, 2026 14:07
  1 vote 2 comments

• SafeSend Signatures Mail Merge - enhancement request

  Sherry Schwenderlauf January 02, 2026 20:11
  0 votes 0 comments

• Can I restrict signing ability to only mouse signature?

  Melanie Labrum December 30, 2025 16:53
  0 votes 0 comments

• SafeSend Gather AI / Organizer rollout — how are you handling bulk intro emails + opt-outs?

  Felix Blowers December 16, 2025 20:46
  1 vote 0 comments

• Ability to setup filter in Archive

  Michelle Smith December 09, 2025 19:33
  2 votes 1 comment

• Batch Organizers for AI Gather-prep work(CS)

  Michelle Smith November 06, 2025 20:35
  1 vote 0 comments

• TTC install causes Adobe to crash

  Dana M. Bormann October 29, 2025 17:54
  1 vote 4 comments

• E-signatures on Paper-Filed Returns

  Sherry Sergeant October 03, 2025 17:41
  0 votes 3 comments

• Preparing for Organizers in UT- not all are sent SafeSend

  Michelle Smith September 26, 2025 19:05
  0 votes 1 comment

• Firm Logo - Best Practices

  Tim Grassey September 08, 2025 18:43
  0 votes 0 comments

• How is your firm pulling data to send organizers in batches? (CCH)

  Natalya Larson August 22, 2025 18:05
  0 votes 3 comments