Heather Smith

1. Community
2. SafeSend Suite - Feature Requests
3. Client Confusion regarding Uploading to Gather after clicking "Finished"

If the language said something like "View or Upload more" that would be MUCH clearer

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• Created February 19, 2026 14:54
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. GatherAi Organizer Download

I agree with this. I have had many clients asking to download or have a paper copy of their organizer to get their documents and thoughts together before they complete the process online. Which mak...

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• Created February 27, 2026 16:15
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather - Custom Status column for internal sorting

I agree, the lack of a custom column in Gather is a serious shortcoming in the software.

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• Created May 06, 2026 16:05
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Sort by preparer needed for Gather

We absolutely need this feature or a customizable column in Gather like we have in returns. This is a HUGE sticking point in rolling this out to my firm right now and it's causing a lot of issues i...

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• Created January 27, 2026 20:52
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Returns - Signature Blocks

I completely agree with this!

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• Created August 20, 2025 19:14
• 0 votes