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Show answered All Planned Not planned Completed Answered No status Sort by votes Newest post Recent activity Votes Comments
  • Organizer - Do Not Allow Pictures of Documents

    Nanette Pennetta April 16, 2024 22:00 Answered
    28 votes 13 comments
  • Allow Clients to Turn Off Reminders

    Kristina Croskey June 26, 2024 13:51 Answered
    23 votes 6 comments
  • Client Portal

    Alex Furner January 22, 2025 22:57 Answered
    21 votes 5 comments
  • SS Organizers

    Michelle Spencer December 19, 2024 21:30 Answered
    21 votes 7 comments
  • SS Organizer - knowing when the client is done

    Dawn Fowler February 26, 2024 15:11 Answered
    21 votes 12 comments
  • SafeSend Returns - make link able to access multiple years of tax returns

    Susan McIlvaine May 06, 2024 19:38 Answered
    20 votes 6 comments
  • SS Organizer and sourc documents

    Susan McIlvaine February 19, 2024 22:11 Answered
    20 votes 4 comments
  • Gather-Let either spouse sign to get started

    Trish Cheek January 13, 2025 19:06 Answered
    19 votes 3 comments
  • Allow Accountants to Forward tax return

    Gina Guggenbiller October 23, 2024 15:08 Answered
    19 votes 2 comments
  • SafeSend Returns for Entities-Enhancement

    Jennifer Bishop August 12, 2024 22:14 Answered
    18 votes 4 comments
  • Add SSA-1099 forms as a recongizable form for DRL in Gather

    Trish Cheek November 13, 2024 20:00 Answered
    15 votes 5 comments
  • Client Confusion on Organizer Section of Gather

    Vicki Cap February 11, 2025 16:58 Answered
    14 votes 9 comments
  • My Downloads

    Heather Babcock February 06, 2025 16:15 Answered
    14 votes 2 comments
  • Bring Back "Download Now" in Organizers

    Kari Bachle February 01, 2025 00:25 Answered
    14 votes 9 comments
  • SafeSend Organizers - We Received Your 2024 Completed Organizer - Please Update Wording

    Tricia Walworth January 20, 2025 19:06 Answered
    14 votes 4 comments
  • Auto-population of e-mail addresses in SafeSend Signatures

    Alison Bentley June 26, 2024 16:40 Answered
    14 votes 1 comment
  • Adding Itemized Deduction Category In Gather

    Todd Doe January 30, 2025 15:59 Answered
    13 votes 7 comments
  • Screen Share in Organizers

    Jason Brown January 26, 2024 22:47 Answered
    13 votes 3 comments
  • Both taxpayers notified the return is ready simulateously

    Trish Cheek April 11, 2025 14:29 Answered
    12 votes 3 comments
  • Gather AI Request

    Kristina Grimmer February 01, 2025 18:34 Answered
    12 votes 6 comments
  • Organizer Complete Auto-Generated Email

    Ashley Grant June 19, 2024 20:59 Answered
    12 votes 2 comments
  • Client Portal - Security concerns

    Andy Baumruk January 29, 2025 20:53 Answered
    11 votes 2 comments
  • Reorder the steps for a client to complete the Gather process

    Andy Gephart January 26, 2025 16:00 Answered
    11 votes 3 comments
  • Clients being able to access and print organizer BEFORE answering custom questions

    Gina Willhite January 22, 2025 19:39 Answered
    11 votes 3 comments
  • Gather - clear instructions for client

    Kristina Croskey November 22, 2024 13:50 Answered
    11 votes 3 comments
  • Document Request List - Track Downloaded Requests

    Jason Rothenburger November 13, 2024 12:40 Answered
    11 votes 1 comment
  • SS Returns Additional E-Sign Document - Download with Name of Document Type

    Nanette Pennetta July 30, 2024 17:02 Answered
    11 votes 3 comments
  • Gather - Print Documents list

    Donna Perry February 18, 2025 16:03 Answered
    10 votes 2 comments
  • SafeSend Returns - Quick View Reports for Paper-filed Returns

    Kelly Sochay December 06, 2024 17:14 Answered
    10 votes 1 comment
  • Tax Payment Confirmations

    Justan Wong November 11, 2024 19:28 Answered
    10 votes 3 comments
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