Susan McIlvaine

1. Community
2. SafeSend Suite - Feature Requests
3. Gather - clear instructions for client

Yes I agree.  Also, when the client gets to the end of the organizer pages and sees "Finish", it is not clear that the client will be taken to the screen to upload source documents.  It seems as if...

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• Created December 02, 2024 21:24
• 6 votes

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

We are also struggling with the situation above. I like some of the suggestions you provided.  Also, why are there different words used throughout the Suite for completed, finished etc.  I believe ...

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• Created February 12, 2024 21:00
• 6 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Other Documents Upload

The analyzing of what "other" documents there are, is a real problem.

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• Created February 09, 2026 23:25
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather -N/A docs

YES & YES, print DRL with download of documents and include items marked N/A.  

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• Created May 04, 2026 20:20
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather AI - Document Upload Status

Yes, this seems like a problem a lot of firms are having.  We need ability to change "finish" status back to upload.

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• Created February 09, 2026 23:24
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Would like "Finished" Gather Reminders and/or ability to change "Finished" status

100% agree

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• Created February 09, 2026 23:22
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Add SSA-1099 forms as a recongizable form for DRL in Gather

We have also requested the SS be added to DRL.  

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• Created December 11, 2024 19:07
• 2 votes

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

Definitely agree on the itemized deductions section on the DRL.  We would also request a tax payments section on the DRL We are having a lot of issues with trying to analyze what has been uploaded ...

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• Created February 09, 2026 23:30
• 0 votes

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

We are suggesting a possible solution for Sch C and Sch E. For example, we have a client with several rental properties.  Each rental property address has its own Schedule E.  Can Gather recognize ...

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• Created December 11, 2024 19:10
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer Yes/No Columns

Yes, please bring back the Yes No Columns on the right side of the page.  

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• Created February 12, 2024 21:02
• 0 votes