Sheree Carpenter

1. Community
2. SafeSend Suite - Feature Requests
3. GatherAi Organizer Download

We have had several clients who have wanted to download the tax organizer before it is completed.

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• Created February 25, 2026 16:47
• 4 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Client Requests

We are having issues with the checkboxes as well.  Our tax preparing software wasn't not printing the organizers Standard Questions correctly.  It wasn't happening to all of the organizers.  Their ...

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• Created March 03, 2026 14:58
• 0 votes