Holly LaBelle
Activity overview
Latest activity by Holly LaBelle-
Holly LaBelle created a post, SSR Voucher Reminders - let us choose who should receive reminders
Please let us designate who should receive the Voucher reminders: Taxpayer, Spouse, or Both. Defaulting to the Taxpayer when the client prefers all communication to go to the Spouse is not helpful ...
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Holly LaBelle commented, Yes!!! This is a feature we have very much missed since switching from Organizers to Gather. The time stamp would be immensely helpful.
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Holly LaBelle created a post, Add "Send Reminder" button to Controller view in grouped returns
It'd be great if the people who are assigned to the "Controller" role in a group of returns could easily click a "Send Reminder" button to remind the Delegatees that they still need to review/sign ...
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Holly LaBelle created a post, Gather - Client Document Upload Discrepancies
Because documents clients upload as they work through the "Fill Tax Organizer" page may not appear on the "Upload Documents" page, clients have to navigate between the two pages & scroll through th...
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Holly LaBelle created a post, Gather - Page Navigation Circles
We have received numerous client comments about confusion over how to navigate between the different pages in Gather. The circles at the top of the page are a very helpful tool, but we are finding ...
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Holly LaBelle commented, Completely agree with this; we are receiving too many unnecessary emails that require sorting through & cleaning up. A great solution would be to allow us to opt out of receiving notifications rega...
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Holly LaBelle commented, We have gotten the same request several times so far this season. I was surprised that such a simple feature was not carried over from the Organizers platform. We need an option for clients to down...