Heather Smith
Activity overview
Latest activity by Heather Smith-
Heather Smith commented, I agree, the lack of a custom column in Gather is a serious shortcoming in the software.
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Heather Smith created a post, -
Heather Smith created a post, SafeSend Returns - Send Tax Returns Tab - Fix column width issue
We are logging in today to see that another change has been made to SafeSend that makes the program more difficult to use. We shouldn't have to scroll to access buttons to process returns after we ...
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Heather Smith created a post, Gather AI Cutom Questionnaire - Default to all categories expanded
I think it would be better for our clients if all the sections in the questionnaire were expanded by default instead of keeping some sections collapsed. We often get questionnaires being marked com...
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Heather Smith commented, I agree with this. I have had many clients asking to download or have a paper copy of their organizer to get their documents and thoughts together before they complete the process online. Which mak...
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Heather Smith commented, If the language said something like "View or Upload more" that would be MUCH clearer
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Heather Smith created a post, Gather AI Questionnaire - Make the answer selection area bigger and more visible
I've fielded a dozen or more calls and emails from clients this week saying that they can't answer the questionnaire because they are trying to click on the WORD to answer the question (yes or no) ...
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Heather Smith commented, We absolutely need this feature or a customizable column in Gather like we have in returns. This is a HUGE sticking point in rolling this out to my firm right now and it's causing a lot of issues i...
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Heather Smith commented, I completely agree with this!
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Heather Smith created a post, PlannedAllow spouses to sign returns concurrently
We need to option to send tax returns to both spouses at once instead of sending to one, then them being prompted to send to the other. Every year we get dozens of emails or phone calls (usually fr...