Summer Blake
Activity overview
Latest activity by Summer Blake-
Summer Blake commented, I completely agree. Having to ensure Client Instructions are set to “Default” before sending each gather request is cumbersome. We also use different instruction sets for various request types (104...
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Summer Blake created a post, Use Custom Message Name as Task Name in Client Portal
Current Issue:The client portal shows all Gather requests with the default name format (e.g., “Tax Year – Gather Request”), which makes it hard for clients to distinguish between multiple requests ...
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Summer Blake created a post, Consider Replacing “A note from Tax Preparer” Pop-Up Title in Exchange
When clients access a SafeSend Exchange link, they currently see a pop-up titled “A note from Tax Preparer.” This static label doesn’t reflect the full range of services we use Exchange for—such as...
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Summer Blake commented, I agree. This is much needed.
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Summer Blake created a post, Expand Engagement Year Options in Gather AI
Currently, SafeSend Gather AI only allows the prior two years for engagement options. This limitation creates several challenges: We can't use Gather for current-year onboarding (2025) until curre...
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Summer Blake created a post, Non-Production Environment Message in Client Emails
The following message is being sent out in client emails - "**Note that this email was generated in a non-production environment." Are any other firms seeing this message in client emails from ...