Alison Lorenz
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Latest activity by Alison Lorenz-
Alison Lorenz commented, I agree 100%, especially for entity requests! It would be very beneficial to be able to customize a DRL for entity returns and have them roll forward from year to year. There are no organizers fo...
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Alison Lorenz created a post, Other Documents Upload
In Gather AI, clients are uploading documents in the Other Documents section instead of as part of their DRL. When clients do this, it does not show on the status tracking and still shows that 0 d...
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Alison Lorenz commented, This is our first year using gather AI and we have been overwhelmed with calls from clients asking for a printed copy of their organizer because they liked to print and use it as a guide for collec...