Holly LaBelle
Posts
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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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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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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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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 ...