Gather AI - Close By Firm

We are sending entity Gather Requests for the first time this year and we are utilizing the automated reminders feature.  Our requests include a non-required signature on an information page - we needed the client to get this information and could only think to do so by adding it as an e-signature document in the request and making the signature not required.  For clients that did not sign the letter, when the request is closed, they are receiving an email that states "Important: We Received Your Signed Engagement Letter for Tax Year 2025" with a View/Download button prompt, but when they click the button, they get a screen that reads "Your Gather has been closed to prevent any further use. If you have any questions please contact your CPA."  I think this email needs to be removed from automatically sending since the client can not access after the Gather is closed.  More than happy to discuss further if needed.

3

Comments

0 comments

Please sign in to leave a comment.

Didn't find what you were looking for?

New post