Heidi Ferrari

1. Community
2. SafeSend Suite - Feature Requests
3. Ability to adjust column widths in Return and Gather AI dashboards

Yes! This new view is terrible; we need to be able to get to the three dots without scrolling so the name of the client is not in the view.

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• Created May 06, 2026 16:56
• 6 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Clients being able to access and print organizer BEFORE answering custom questions

Yes, and being able to print the questions would be helpful to some clients.

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• Created January 22, 2025 20:33
• 5 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Clients being able to access and print organizer BEFORE answering custom questions

Hi Alison, I agree with you! What I have done is have them mark everything as complete, download the organizer and then I reopen everything. It is a pain but solves the problem for now.

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• Created January 22, 2026 00:37
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Extensions

YES!!!!!! Sending 30 plus separately is not good service to the client, they are not happy!

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• Created March 18, 2025 16:37
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Extensions - Client able to sign extensions on their mobile device

Also, if the Extensions could be part of the "group" function

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• Created April 17, 2025 16:12
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Safe Send tax payment voucher set up screen

Hi Stuart, We have found entering and checking dates/dollar amounts on vouchers is easier if it is done from the transmittal tab. The letter is right there and all online payments etc can be done w...

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• Created March 03, 2025 16:12
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Tax Payment Confirmations

And if this information could transfer over to the following years organizer (Gather).

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• Created November 13, 2024 20:07
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Failed KBA - Failure lockout after 1 attempt - IRS allows 3

YES!

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• Created October 15, 2024 14:42
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SS Returns - Reminders

YES!!!!

• View comment
• Created September 17, 2024 16:13
• 0 votes