Rhonda Riha

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

I agree...i foresee many phone calls/emails asking us to reopen the organizer because they didn't know what else to do since their only options are to "finish" or "continue reviewing".  It would be...

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• Created January 09, 2025 21:39
• 2 votes

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

We have an administrator log in daily and download the documents to a shared drive (each client has their own folder), and then we use our tracking software (Financial Cents) to track if it is all ...

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• Created January 29, 2025 02:39
• 0 votes

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

I just looked and that form is not recognized yet as of today.  It has been almost 1 month.  Is there an updated list that shows the forms that are recognized by Gather?

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• Created January 09, 2025 21:47
• 1 vote