Kelly Howard
Activity overview
Latest activity by Kelly Howard-
Kelly Howard created a post, Gather optional comment field
Add an optional comment field (“Client Notes”) for each document in the Gather, Upload Documents section. This field allows clients to provide context when a document is not uploaded. Common use ca...
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Kelly Howard created a post, Roles & Permission
I am submitting this request to address ongoing challenges with the current roles and permissions structure within the system. The predefined permission groupings do not accurately reflect the need...
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Kelly Howard created a post, Number of lines displayed per page
The system to allow the number of lines displayed per page to be stored as a user-specific preference, ensuring that the selected setting persists across sessions and page refreshes until the user ...
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Kelly Howard commented, Agree
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Kelly Howard created a post, AnsweredGather Roles & Permissions
We would like to have a Gather Role & Permissions for downloading ONLY! This way staff can download on the weekends if need be.
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Kelly Howard commented, Our firm is having problems with clients clicking finish when trying to go to the next page of the organizer. It is not clear how to move to the next page of the organizer.
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Kelly Howard commented, We just had a situation where our filing Bot was turned off with out our knowledge. When we figured out it was off we tried to get some sort of report to be able to see what returns the Bot missed ...
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Kelly Howard commented, Agreed, we spend time opening each document to see what is included and then relabel to save in our filing system.
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Kelly Howard commented, Our clients would benefit from this enhancement as well. Several tax payers are not the person in the household who makes the payments it is the Spouse. Unfortunately the tax payer does not always ...
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Kelly Howard commented, Agree