Ashley Grant

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Update July 2025

As an admin who works a lot in Returns, I completely agree with this feedback, and my manager (our firm's director of operations) echoes these concerns.  And it's not just how it looks. This update...

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• Created August 06, 2025 14:59
• 9 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Returns - Remove "Amended" Toggle

We depend on SafeSend to simplify our process—not to add unnecessary hurdles. If "Return Type" is set to "All," it should include all returns, including amended WITH the originals. This pointless u...

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• Created September 23, 2025 13:42
• 7 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Both taxpayers notified the return is ready simulateously

Please make this a feature in Returns. I am so tired of getting yelled at for this - both by phone and email. We too alert clients of how this process works, and even in our second year with SafeSe...

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• Created April 28, 2025 14:29
• 6 votes

1. Community
2. SafeSend Suite - General Discussion
3. Client Management Portal is a Step Backwards

THIS. It is beyond ridiculous that the Portal Management Dashboard is not connected with the Client Management. I don't mind sending out a portal registration invitation to clients that have not re...

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• Created February 12, 2026 22:02
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. See ALL returns in Delivered and Archived, including amended returns

I've commented on another request similar to this, and I'm asking here too: please remove this feature. SafeSend boasts that they make our firms' jobs easier, but this ridiculous toggle wasted our ...

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• Created September 23, 2025 13:51
• 3 votes

1. Community
2. SafeSend Suite - General Discussion
3. No Portal Access for Spouse

I'm waiting for support to get back to me now. We have clients who are married filing jointly who both want portal access. So, we have to add them to the new dashboard, which only allows for one cl...

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• Created February 05, 2026 15:41
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Allow spouses to sign returns concurrently

I think this should've been a higher priority than the portal management dashboard.

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• Created February 05, 2026 15:33
• 1 vote

1. Community
2. SafeSend Suite - General Discussion
3. Time Out Feature

I would love it if firms could manage the time out feature because we've noticed it logging us out after 20 minutes, and that's way too short. Lots of other software systems allow this, and I wish ...

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• Created August 06, 2025 14:41
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. DRL from Gather

Agreed. The percentages don't mean anything when we're not able to see what was NOT submitted. I sent a Gather request with a customized DRL that I built for 20 documents. The client uploaded only ...

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• Created June 27, 2025 17:41
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Adding Itemized Deduction Category In Gather

Yes! Please add this feature as soon as possible. We are wasting far too much time assisting clients on this matter.

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• Created March 03, 2025 16:22
• 1 vote