Conner W.

Official comment

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

I like this suggestion, Kristina! It has been added to review for our Product and Development teams!

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• Created December 12, 2024 00:34
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Client Portal Mobile and Tracking

An excellent submission, Sarah! I've forwarded this to our Product and Development team for review, but I'm sure they're already looking into it! We'll update you if that feature gets pushed through!

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• Created December 12, 2024 00:29
• 0 votes

Official comment

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

I've added your firm names to our enhancement request for this particular item! Our recognition team is working hard to add as many forms as possible. Keep your eyes peeled for our update notes if ...

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• Created December 12, 2024 00:25
• 0 votes

Official comment

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

That is an excellent suggestion, Trish! I've added this to our list of enhancement requests reviewed by our internal teams for potential addition in future updates. 

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• Created December 12, 2024 00:22
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Document Request List - Track Downloaded Requests

Thank you for your input, Jason! We've added this to our list of potential enhancements for future program updates! Our Product and Development team will review them and, if accepted, will be imple...

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• Created December 12, 2024 00:17
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Document Note

Thank you for this suggestion, Jennifer! I can definitely see how this would be useful for our users! I've added your name to the current request and our Product and Development team will review it!

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• Created December 12, 2024 00:13
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Tax Payment Confirmations

Thank you for this input, Justan! We've added it to our potential enhancements for future program iterations. Our Product and Development teams will review this later, and you may see it included i...

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• Created December 12, 2024 00:10
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers - Fully customizable dynamic questionnaire

Thank you all for the additional input! We've added this to our Product track for review. We do our best to take these suggestions and turn them into actionable items for future releases but we alw...

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• Created December 11, 2024 20:32
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend insights to client returns

Hello Leo! This was answered with your previous submission, but I have ensured that our teams know that it's being asked for!

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• Created November 08, 2024 22:51
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. In-Office Signing for Non-Tax Returns

Hello Austin! I believe this creates a certain level of flexibility that could be useful. I've sent it to our Product and Development teams for review!

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• Created November 08, 2024 22:46
• 0 votes