Gina Willhite

1. Community
2. SafeSend Suite - Feature Requests
3. Gather -N/A docs

YES!!!! Now I have to "snippet" and save to the client file and then convert to PDF. Such a waist of time. 

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• 4 votes

1. Community
2. SafeSend Suite - General Discussion
3. Verbiage on estimate reminder emails needs changing

100% agree

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• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather AI - privacy

That's a great question. We are looking into converting from Organizers to Gather so I'm interested to see what they say. 

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• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Returns - Remove "Amended" Toggle

Agreed and this isn't the first thread regarding this either. 

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• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Returns - Client Tracking History Available Prior to Recalled Return

I agree

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• 0 votes

1. Community
2. SafeSend Suite - General Discussion
3. Preparing for Organizers in UT- not all are sent SafeSend

By time Ultra Tax has the data mining report feature available, we've already sent out our organizers. We don't want to wait for Ultra Tax. I literally go through and create a status of how the org...

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• 0 votes

1. Community
2. SafeSend Suite - General Discussion
3. UltraTax Firms - is the new AI Automatic Voucher feature working for you?

Same - it's also missing a lot of regular check payments too. 

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1. Community
2. SafeSend Suite - Feature Requests
3. Allow spouses to sign returns concurrently

I agree  

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• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Separate Federal and state tax return bookmarks in the client review module

This would be helpful for those of us who process returns too for when I have to put the ERO signature stamp on the returns. Some of our clients have 20+ state returns and it's not efficient at all. 

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• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Returns - columns

I was hoping that after over a year this would have been fixed. :-(

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• 3 votes