Gina Willhite

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

100% agree

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• Created January 08, 2026 17:38
• 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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• Created January 06, 2026 21:14
• 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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• Created December 17, 2025 16:20
• 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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• Created October 23, 2025 16:35
• 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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• Created September 30, 2025 17:51
• 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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• Created August 28, 2025 19:35
• 0 votes

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

I agree  

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• Created August 11, 2025 20:22
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. In Office e-sign

100% agree!

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• Created April 17, 2025 13:40
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers Timing Out

This keeps happening to me too in returns and organizers. I'm actively doing things and it logs me off. This CAN NOT happen. It absolutely needs to be fixed. 

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• Created March 24, 2025 14:37
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers that are archived

Once in archived, it did not work. I just did it. 

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• Created March 18, 2025 12:59
• 1 vote