Donna Perry

Total activity 24
Last activity July 16, 2025 19:14
Member since February 11, 2025 17:35

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Donna Perry created a post, February 18, 2025 16:03
Answered

Gather - Print Documents list
1. Community
2. SafeSend Suite - Feature Requests
It would be really helpful if the list of documents that were requested, uploaded and marked n/a could be downloaded with the documents.
- 4 followers
- 3 comments
- 13 votes
Donna Perry created a post, February 11, 2025 18:05
Answered

Add spouse from Client Info or Client View
1. Community
2. SafeSend Suite - Feature Requests
We make deliveries to the taxpayer for Gather, allowing the client to add their spouse as needed (many share an email). It would be great to be able to add spouse information and deliver to them wh...
- 2 followers
- 1 comment
- 4 votes