Morgan McDowell

1. Community
2. SafeSend Suite - General Discussion
3. Duplicate uploads in Gather

YES! This has been a HUGE issue this year.  Almost every single document is duplicated at least once. Sometimes 2 and 3 times.  I was thinking it was maybe user error but clearly it is a SafeSend e...

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• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. GFR Integration

I noticed that all of my married clients are failing to send to GFR. I'm guessing that is because in GFR (and UT) it shows both names in the client name but in SS it only shows the Taxpayer.  This ...

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• 7 votes

1. Community
2. SafeSend Suite - Feature Requests
3. GFR Integration

Agreed! When you download them from SafeSend they are automatically named.  I assumed it would be the same process when uploading them directly to GFR.  If they go into GFR and we then have to go i...

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• 8 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Recover deleted emails

I agree. It always seemed weird there wasn't a deleted folder.  We created folders in My Files to move items to once they have been acted upon.  We have different ones for if the mailbox owner pull...

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• 1 vote

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

Yes, the point of creating multiple offices is that you can separate out the client group based on the people who work with that particular set of clients.  Then having only one support contact for...

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• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather AI Request

I agree. A lot of our clients are accidentally locking themselves out with the Next button.  With that being big and blue it is very easy to overlook the actual page arrow buttons at the top. They ...

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• 3 votes

1. Community
2. SafeSend Suite - General Discussion
3. SafeSend Gather Organization

We have an organizer WF in FirmFlow. The steps in it are essentially Not Started and Complete. I like to make a routing note when routing that to Complete.  ex. "Sent via SS on 1/22/25" or "Sent vi...

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• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Client View for users in Client One Hub Portal

This needs to be a top priority for roll out as soon as possible. We absolutely need to be able to view everything from the client's perspective.  There are so many times that you can tell a client...

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• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Window for Returns/Extensions Saved Message is too small for Client

This should definitely be a full page or at least a box that sizes itself to the message.  Clients do not scroll and then get frustrated when they can't figure things out.

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• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. 5227

This would be a great enhancement. 

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• 0 votes