Conner W.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Manual Sign-ability to turn off

Hello! This idea is interesting, and I've passed it along to our Product and Development teams for review! Thank you so much for your feedback. If you have any other ideas, don't hesitate to contac...

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• Created June 25, 2025 20:20
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Gather Enhancement - Allow Firms to see/edit DRL before Client Completion

Hello! Thank you so much for this feedback! We have passed it along to our Product and Development team for consideration! If you have any other suggestions, don't hesitate to contact us.

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• Created June 25, 2025 20:14
• 0 votes

Official comment

1. Community
2. SafeSend Suite - General Discussion
3. Community Page Hack

Hello Marty!All of our work was done on the back end, and the fix was quietly made to monitor the process moving forward. After restoring the community, all posts are currently submitted and requir...

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• Created June 11, 2025 20:19
• 0 votes

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!

• View comment
• 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!

• View comment
• 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