Taylor Romweber
Activity overview
Latest activity by Taylor Romweber-
Taylor Romweber created a post, AnsweredGather - Source Document File Names
When downloading some client packages, some file names are too long to extract. Can you change how you name the files so they are easier for extraction?
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Taylor Romweber commented, The sorting of documents does not make sense. Documents attached to a gather organizer go in the correct folder which is based on tax year. Documents sent via exchange just get associated with the ...
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Taylor Romweber commented, Preferably, we'd like the page buttons on the bottom right. The "Next" button should show whatever the next step is: Sign Engagement Letter Section: "Next" button would say "Fill Out Organizer" Or...