Alyse H.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. GFR Integration

Thank you for the feedback! The new GoFile Integration is still in phase 1 and we have multiple enhancements in the works that require extensive collaboration with the GFR teams. Thank you for your...

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• Created October 10, 2025 14:40
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Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Returns View

We have had a ton of feedback with the ability to resize columns as needed so this is definitely on our radar. I am not sure where on our roadmap this enhancement is, but we will add your feedback ...

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• Created October 10, 2025 14:29
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Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Gather - tax docs to workpaper file

Hi Bill, we do have a feature that is currently in product that will allow you to download all documents merged together.  While this option does not provide the bookmarking that you suggested, it...

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• Created October 10, 2025 14:03
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Returns - Update

Hi Michael, the ability to navigate through different sections is still available. You will just need to select the section name you wish to go to at the top. 

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• Created October 10, 2025 13:35
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Notes FROM Client in Gather AI

Hi Benjamin, this is a great suggestion and sounds like it could help alleviate a lot of burden/workload for admins who are fielding these questions and concerns. We will submit this to our team fo...

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• Created October 10, 2025 13:28
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. What Clients have portals?

Hi Cindy, thank you for the feedback. This is a feature we are working to implement in an upcoming release. Stay tuned!

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• Created October 10, 2025 13:14
• 0 votes

Official comment

1. Community
2. SafeSend Suite - General Discussion
3. Amended returns - how to process?

The process for uploading and processing amended returns is no different than the normal process. The primary difference is the Amended toggle. Since we technically just started supporting amended ...

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• Created September 30, 2025 18:29
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Uploaded E File Authorization Forms - Unsigned

Hi Nanette, we currently do not have a built-in feature that would be able to verify the signature before upload, although I can see the benefits of implementing some sort of alert to the client th...

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• Created September 18, 2025 17:06
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Separate Federal and state tax return bookmarks in the client review module

Hello All,  The review steps will display the bookmarks exactly the way that they are in the uploaded PDF. This includes PDFs sent to us through an Integration. If there are no bookmarks that seper...

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• Created September 17, 2025 20:14
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Ability to bulk update assigned ERO for all clients via .csv import

This is a great suggestion, considering the ERO field is a selection when adding a client manually. We will submit this to our team for consideration in a future release! 

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• Created September 17, 2025 18:25
• 0 votes