Gather AI Best Practices
We're reviewing our Incidence Reports using Gather AI in an effort to improve our workflow. Hoping to get some feedback on whether other firms use a dedicated Admin to monitor/download Gathers or do you have the tax engagement manager monitor their clients' Gathers and download them themselves.
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We are a very small firm and as Admin, I download and distribute the files.
Admin monitor/download Gathers in our multi-office configuration. Each office has a primary admin who handles the retrievals, but all have access and receive notification emails. Clients are assigned to each location which determines who retrieves the files. We only download Gathers when the client has 'Completed' it or notified us otherwise. At that point we 'Close by Firm' the open Gather request and Archive so that the client has to reach out directly if they have additional info and wish for us to re-open the Gather request. This prevents us from missing a notification email of additional uploaded support. We prioritize Gathers which were indicated as Complete by the client. If a client has uploaded 100% of the requested documents but not hit Finish, we will send a follow-up email as time permits.
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