Sarah Baggett

1. Community
2. SafeSend Suite - Feature Requests
3. Set Download Status API needed for Gather

Hi Kristina.  Our firm is in our second year with SafeSend and interested in the APIs. We would like to talk to a firm that already uses them. Would you be willing to reach out to discuss? It would...

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• Created August 12, 2025 01:53
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer Summary Sheet

Totally agree!  We are using CCH Axcess and the scan software changes everything to black & white. With that, you are correct, the clients notes/changes are hard to find and often missed. We've had...

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• Created April 24, 2025 20:21
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Client Management Export

This would be VERY helpful! 

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• Created February 01, 2025 14:34
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer - Do Not Allow Pictures of Documents

We also have a message asking our clients not to upload pictures because of the issues we had with them last year and that they do NOT flow well through CCH Scan and Autoflow. We had to find a work...

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• Edited January 15, 2025 21:32
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. "Invoice Payment Due" banner

We've had several clients pay twice because of this banner. I agree with April's issue. Removing the banner would be nice, either altogether or after a payment is made. 

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• Created January 09, 2025 19:20
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Batch Gather requests with page selection

Alyse,  thank you for your comment.  Is what you are referring to available for the Gather requests sent in Batch?  I was told that was not going to be available until next tax season but would be ...

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• Created December 20, 2024 19:50
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Batch Gather requests with page selection

YES!! Totally agree.

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• Created November 06, 2024 17:56
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Cross Referencing Returns and Signatures

Hi Chelsy. Can you send me the information on an API for this? 

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• Created September 17, 2024 14:50
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Ability to see and search all returns delivered on single screen, regardless of grouped or archived status

I was searching the community for a search recommendation and this is exactly what I was looking for.  We would GREATLY appreciate the ability to search the entire Returns module or Organizer modul...

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• Created April 16, 2024 16:01
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Organizer Prior year columns

PLEASE make the prior year column non-editable!  We've had several clients make changes or either delete them all and add the current year numbers in the prior year column.  However stupid it sound...

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• Created March 20, 2024 18:11
• 1 vote