Answered
Gather- add additional document requests into Gather request
Our firm would like to see a feature added to Gather that would allow us to add to Gather requesting any additional documents or information after the list has been published that may not have been included in the organizer. We have found that clients will not always provide all the documents or information before they believe they are finished and complete their organizer. We believe it would be helpful to have customizable requests, both for documents and information, that can be added to the Gather request to keep all of the client's incoming tax information in one place.
Comments
Good morning Chelsea. This feature has been entered on your behalf by our Support team when you submitted a ticket. Our Product team will review and compare with our upcoming roadmap.
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