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Show answered All Planned Not planned Completed Answered No status Sort by newest post Newest post Recent activity Votes Comments
  • Gather AI Request

    Kristina Grimmer February 01, 2025 18:34 Answered
    12 votes 7 comments
  • Bring Back "Download Now" in Organizers

    Kari Bachle February 01, 2025 00:25 Answered
    15 votes 9 comments
  • Client Portal - Send File

    Corinne Nelson January 31, 2025 18:44 Answered
    5 votes 2 comments
  • Adding Itemized Deduction Category In Gather

    Todd Doe January 30, 2025 15:59 Answered
    19 votes 10 comments
  • Client Portal

    Deana Mullaney January 29, 2025 19:55 Answered
    5 votes 1 comment
  • NA's Showing a Complete Organizer

    Tasha Arnold January 29, 2025 02:49 Answered
    4 votes 1 comment
  • Message to Client inside of Gather

    Tasha Arnold January 29, 2025 02:33 Answered
    4 votes 1 comment
  • Client Portal - PLEASE RENAME!

    Sarah Baggett January 28, 2025 14:47 Answered
    8 votes 4 comments
  • TicTie Sign-Off Disappears When Page Replaced

    Crystal Stanley January 28, 2025 02:00 Answered
    1 vote 1 comment
  • Document Request Details

    Adam Rutherford January 27, 2025 21:56 Answered
    1 vote 1 comment
  • Client Portal - Frustrating

    Dawn Anderson January 27, 2025 21:14 Answered
    9 votes 3 comments
  • Reorder the steps for a client to complete the Gather process

    Andy Gephart January 26, 2025 16:00 Answered
    11 votes 3 comments
  • Ability to add Category to Documents uploaded into Gather by Client, or by Preparer

    Vicki Cap January 25, 2025 16:47 Answered
    1 vote 1 comment
  • Ability to change frequency of notifications for signed documents

    Miriam Kroschel January 23, 2025 21:18 Answered
    0 votes 1 comment
  • Client Portal

    Alex Furner January 22, 2025 22:57 Answered
    23 votes 5 comments
  • Clients being able to access and print organizer BEFORE answering custom questions

    Gina Willhite January 22, 2025 19:39 Answered
    13 votes 7 comments
  • Exchange and Outlook Plugin

    Lynn Barwell January 22, 2025 18:31 Answered
    5 votes 4 comments
  • Client Management Export

    Sarah Ludwig January 22, 2025 00:06 Answered
    1 vote 3 comments
  • SafeSend Organizers - We Received Your 2024 Completed Organizer - Please Update Wording

    Tricia Walworth January 20, 2025 19:06 Answered
    14 votes 4 comments
  • Ability to duplicate custom questions list

    Ben Schultz January 17, 2025 20:25 Answered
    7 votes 3 comments
  • Ability to Upload Documents on the Custom Questions Screen in Gather

    Ben Schultz January 17, 2025 19:18 Answered
    10 votes 1 comment
  • Ability for the client to view organizer answers and custom questionaire after finishing

    Nancy Funk January 17, 2025 15:21 Answered
    9 votes 5 comments
  • Add Support for Form 1041 Fillable Organizers

    Ben Schultz January 17, 2025 00:52 Answered
    2 votes 2 comments
  • Gather-Let either spouse sign to get started

    Trish Cheek January 13, 2025 19:06 Answered
    19 votes 3 comments
  • Ability to Print Out the Custom Questions

    Vicki Cap January 13, 2025 16:16 Answered
    11 votes 4 comments
  • Organizer - Allow users to Add or Remove a spouse due to the change in client's filing status for current year

    Leo Liu January 13, 2025 01:24 Answered
    7 votes 2 comments
  • Signatures - Move Archive & Delete Buttons

    Kelly Sochay January 10, 2025 14:28 Answered
    1 vote 1 comment
  • "Invoice Payment Due" banner

    April Shanebeck January 09, 2025 18:03 Answered
    5 votes 4 comments
  • Ability to change PDF naming syntax

    April Shanebeck January 09, 2025 17:44 Answered
    3 votes 2 comments
  • Require payment after viewing but before signing

    April Shanebeck January 08, 2025 17:08 Answered
    11 votes 3 comments
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