Michelle Smith

1. Community
2. SafeSend Suite - Feature Requests
3. Gather AI - Archived Clients Dashboard Enhancement

I have also asked this to be done. It's ridiculous they can't just make them all be the same from the beginning.

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• Created February 26, 2026 14:35
• 4 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Unified Client Activity View Across Modules

Also the Client Portal should pull the information from Client Management; when we have clients leave us; there are too many places we have to go to remove them from the system; Client Management s...

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• Created April 28, 2026 13:56
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Client Portal - Able to Delete Downloaded Documents

Also for the client to be able to move documents to different folders. We have clients that put documents in the current year folder instead of the tax year folder.

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• Created October 23, 2025 13:20
• 2 votes

1. Community
2. SafeSend Suite - General Discussion
3. SafeSend Organizer Best Practices

Completely agree with all the above!  We are struggling with when to download the organizer because there is no way to know if they make any changes/add to the organizer if they don't mark it FINIS...

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• Created February 19, 2026 18:38
• 0 votes

1. Community
2. SafeSend Suite - General Discussion
3. E-signatures on Paper-Filed Returns

Does this apply to just the Taxpayer or the ERO as well?  Meaning can the ERO still sign digitally or does it have to be a wet signature as well?

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• Created November 07, 2025 13:51
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather Import File for Individuals

We have found you can use this option if you use "Other" as the template type. You do still have to include a client questionnaire but you can create your own DRL excel and not send an organizer.

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• Created November 06, 2025 19:39
• 1 vote

1. Community
2. TicTie Calculate - General Discussion
3. Adobe Crashes with TTC

We just uninstalled ours and left it off. We had the same issues. Some people could not open pdf's at all, some could not but passwords on them, some could open them but not scroll, it was total CH...

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• Created November 06, 2025 15:25
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Client Portal report

100% agree, this report really isn't giving us the information we are looking for. Also, it would be great to be able to sort by ERO, we have 4 in our office. Also, it is not showing the businesses...

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• Created November 06, 2025 15:20
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Allow us to choose which organizer pages will be sent in Gather batches

Is there an update of when/if this will implemented?

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• Created August 26, 2025 13:45
• 0 votes