Alison Lorenz

1. Community
2. SafeSend Suite - Feature Requests
3. Clients being able to access and print organizer BEFORE answering custom questions

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...

• View comment
• Created January 21, 2026 19:38
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather AI request for businesses

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...

• View comment
• Created February 12, 2026 20:42
• 2 votes