Jerry Davis

Total activity 44
Last activity April 05, 2025 14:11
Member since March 11, 2024 21:44

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Jerry Davis created a post, April 05, 2025 14:11
Answered

SafeSend Exchange - Google Workspace Add In
1. Community
2. SafeSend Suite - Feature Requests
I would like to see a Google Workspace add-in similar to the one for Outlook. It would be a time saver to send files from Gmail instead of having to login to SafeSend Exchange and do it.
- 2 followers
- 1 comment
- 1 vote
Jerry Davis commented, April 05, 2025 14:05
The last question on my custom questionnaire tells them that if they click Next it takes them to the document upload page, and they cannot get back to the Questionnaire.
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Jerry Davis commented, April 05, 2025 14:00
It happened to me while I was creating a custom questionnaire. I spent an hour working on it and when I tried to save it, I had been logged out in the background. Support recommended saving my work...
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- 0 votes
Jerry Davis created a post, March 11, 2025 15:14
Answered

SafeSend Exchange - Two Way Communication
1. Community
2. SafeSend Suite - Feature Requests
I would like to see exchange function more as a secure communication portal. When I send files to client for their review, I would like for them to be able to reply to the email that contains the f...
- 2 followers
- 1 comment
- 5 votes
Jerry Davis created a post, February 10, 2025 19:36
Answered

Gather Enhancement
1. Community
2. SafeSend Suite - Feature Requests
I would like to see the document requests integrated with the custom questionnaires. For example: Did you receive any W-2's? Client answers yes They are prompted to upload their W-2's
- Edited February 10, 2025 19:37
- 2 followers
- 1 comment
- 8 votes
Jerry Davis commented, February 08, 2025 16:34
I agree. I have to spend too much time adding missed documents to the request list. SafeSend needs to ask for volunteers to test new features before they roll them out to all customers.
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- Edited February 08, 2025 16:34
- 4 votes
Jerry Davis commented, February 08, 2025 16:30
I agree. I turned off portals for this reason.The access portal link needs to be relocated away from action link.
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Jerry Davis created a post, January 22, 2025 15:12
Planned

Visibility for CPA Messages
1. Community
2. SafeSend Suite - General Discussion
I received an email yesterday regarding January 2025 updates. One of them for Exchange states "Enhanced visibility for messages from CPAs ensures no communication is missed." I sent myself a test m...
- 4 followers
- 3 comments
- 0 votes
Jerry Davis commented, November 07, 2024 18:06
It also bothers me that we have to upgrade to Gather to be able to send questionnaires without an organizer. That feature should be part of the Organizer module.
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- 1 vote
Jerry Davis commented, November 07, 2024 18:04
In addition, if you ask a question that requires an upload we should be able to give them a place to upload it as part of the questionnaire. For example, if they have a new dependent the questionna...
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- 5 votes