
Susan McIlvaine
Posts
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SS Gather and secure files from clients
We would like to know how other firms are handling the Gather secure document upload restriction. Many of our clients uploaded secured documents to Organizer and we unsecured them on their behalf....
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Answered
SafeSend Returns - make link able to access multiple years of tax returns
Enhancement Request - Individual tax return clients - to have access to multiple years of tax returns when clicking on the link. I realize that grouped returns does this, but we do not want to tur...
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Answered
SS Organizer and sourc documents
Is it possible to add a button to the organizer module for the client to click, that will alert our firm that they will NOT be uploading source documents? We have many clients that just fill out t...
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Answered
SafeSend Exchange and CC
We would like an enhancement that if we add a cc to an email, that the cc recipient will have access to the attachments as well as the TO: email address. It is not always appropriate to put all em...
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Answered
SafeSend Suite-Customer Training
Why is the Customer Training Webinar sign ups not on the SafeSend Suite opening page? We have to dig around on the SafeSend website to find them. Can a link to the Customer Training be added to t...