Gretchen Westover

Gretchen Westover created a post, March 20, 2026 10:20
System says the link was opened but wont send a new link because link not opened - FIX THIS PLEASE!!!!!
1. Community
2. SafeSend Suite - General Discussion
So sick of having to recall and redeliver returns to get the access link to the client. The system is broken and won't resend link because they haven't opened the initial link when the tracking pla...
- 2 followers
- 1 comment
- 0 votes
Gretchen Westover commented, January 09, 2026 15:34
Yes so tired of this!
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- 0 votes
Gretchen Westover created a post, January 09, 2026 15:33
No Portal Access for Spouse
1. Community
2. SafeSend Suite - General Discussion
Curious how people are dealing with all the frustrated spoused who want to access the portal and receive estimate reminders but cant?
- 5 followers
- 4 comments
- 3 votes
Gretchen Westover commented, May 20, 2025 19:32
Yes! "review only" setting sends the message that there is no action the client needs to take
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- Edited May 20, 2025 19:34
- 1 vote