Mike Yanus

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

Todd, I completely agree. We have the same concern. Should be a simple addition.

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• Created January 30, 2025 20:21
• 4 votes

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

Love this! The fact that you cannot add an admin and a relationship contact is an issue. Great idea!

• View comment
• Created February 08, 2025 13:21
• 2 votes

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

Agree! The current system (2025 tax year) makes zero sense and has a lot of confused clients. Should be a simple change.

• View comment
• Created January 30, 2025 20:23
• 1 vote