Jerry Davis

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...

• Created March 11, 2025 15:14
• 1 follower
• 0 comments
• 1 vote

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
• 1 follower
• 0 comments
• 5 votes

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...

• Created January 22, 2025 15:12
• 4 followers
• 3 comments
• 0 votes

Answered

SafeSend Exchange - add client name or file name to subject line for email download notifications

1. Community
2. SafeSend Suite - Feature Requests

The email notifications for when a client downloads a file do not include anything in the subject line about the client's name or the file name. In Gmail conversation view, this results in one long...

• Created April 17, 2024 16:12
• 2 followers
• 1 comment
• 4 votes