SafeSend Suite - Feature Requests

We value your feedback and use this forum to understand which improvements will have the greatest impact. Use this board to submit enhancement requests and upvote existing ideas. Our Product team reviews all submissions as part of our development cycle; however, we do not provide individual responses or progress updates. The most-voted items serve as a key metric for our team when prioritizing future updates.

• Restore Cancel Document

  Dierdre Griffin April 29, 2025 19:09 Answered
  11 votes 4 comments

• Grouped Returns - client view

  Sarah Baggett April 29, 2025 15:15 Answered
  5 votes 2 comments

• SafeSend Organizer Notes

  Ji Yun Im April 25, 2025 16:28 Answered
  0 votes 1 comment

• SafeSend Organizer - Finish button

  Ji Yun Im April 25, 2025 16:26 Answered
  19 votes 4 comments

• Safe Send Organizer Uploading of documents

  Ji Yun Im April 25, 2025 16:20 Answered
  17 votes 3 comments

• Organizer Summary Sheet

  John Maloney, Jr April 24, 2025 20:11 Answered
  3 votes 3 comments

• In Office e-sign

  Sarah Baggett April 17, 2025 13:37 Answered
  6 votes 2 comments

• Signature - keywords & declined emails

  Sarah Baggett April 17, 2025 13:15 Answered
  3 votes 1 comment

• Extensions - Client able to sign extensions on their mobile device

  Nanette Pennetta April 16, 2025 19:55 Answered
  6 votes 3 comments

• Exchange - View Inbox - Sort Alphabetically

  Nanette Pennetta April 16, 2025 19:42 Answered
  5 votes 2 comments

• SS Suite Feature Requests After 1st Season with Software

  Brandon Farmand April 12, 2025 14:02 Answered
  9 votes 2 comments

• Both taxpayers notified the return is ready simulateously

  Trish Cheek April 11, 2025 14:29 Answered
  18 votes 3 comments

• Gather questionnaire keywords

  Sarah Baggett April 07, 2025 15:36 Answered
  0 votes 1 comment

• SafeSend Exchange - Google Workspace Add In

  Jerry Davis April 05, 2025 14:11 Answered
  1 vote 1 comment

• Processing CA 592-Q vouchers

  Stuart Shapiro March 28, 2025 17:33 Answered
  0 votes 1 comment

• Gather - Source Document File Names

  Taylor Romweber March 28, 2025 13:31 Answered
  0 votes 3 comments

• Portal - Multiple Logins

  matt michaels March 18, 2025 19:35 Answered
  7 votes 2 comments

• SafeSend Extensions

  Corinne Nelson March 18, 2025 16:19 Answered
  4 votes 3 comments

• Organizers that are archived

  Gina Willhite March 18, 2025 12:52 Answered
  1 vote 3 comments

• Organizers Timing Out

  Kari Bachle March 17, 2025 23:48 Planned
  4 votes 6 comments

• webhook for files uploaded via DropOff / ssportal.com

  Jon Diercks March 17, 2025 23:36 Answered
  4 votes 1 comment

• Client Portal

  Ji Yun Im March 14, 2025 00:16 Answered
  7 votes 2 comments

• SafeSend Exchange Setting

  Ji Yun Im March 14, 2025 00:13 Answered
  2 votes 1 comment

• Gather - Archive

  Ashley Grant March 12, 2025 19:51 Answered
  0 votes 1 comment

• Organizer sections (NOT GATHER)

  Gina Willhite March 12, 2025 13:39 Answered
  3 votes 1 comment

• SafeSend Exchange - Two Way Communication

  Jerry Davis March 11, 2025 15:14 Answered
  5 votes 1 comment

• 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