Vicki Cap
Activity overview
Latest activity by Vicki Cap-
Vicki Cap commented, Absolutely agree with this! Additionally, it would be nice if the copy of their answers that we get used a bigger font for the client's answers - particularly the "yes" answers!
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Vicki Cap commented, This is a follow up to my original post as we continue to have problems with clients understanding how to navigate through Gather. We are struggling to understand why they are having more issues th...
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Vicki Cap created a post, Client Confusion on Organizer Section of Gather
We have had several clients call in (in the last 2 days!) to say they are confused about how to navigate through the Organizer. Many of them keep hitting the "NEXT" button at the bottom of the scre...
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Vicki Cap commented, Thank you for the reply! You have a great season as well!
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Vicki Cap created a post, SafeSend Feature Requests Follow-up?
There are a number of great feature requests in this list, but I don't see any input back from our wonderful SafeSend folks. It would be helpful to see them acknowledge the idea and provide informa...
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Vicki Cap commented, I agree completely!! Please make this change as soon as possible!
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Vicki Cap commented, Absolutely agree! Please, please change this wording!
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Vicki Cap created a post, Ability to add Category to Documents uploaded into Gather by Client, or by Preparer
When a client, or us as a preparer, uploads a document into Gather, it would be great if we could add a "Category" if there is no matching document in the DRL. The sample client below provided a 10...
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Vicki Cap created a post, Ability to Print Out the Custom Questions
Our firm has a number of clients who can't/refuse to do anything electronically so we have to send them paper copies of the letter of engagement and organizer. We have completely done away with the...
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Vicki Cap created a post, Gather Welcome Screen Clarification Requested
In the first welcome screen the clients see, there is a sentence in the "message from your CPA" that should be changed to clarify where the link is for the clients to click on. It currently says "C...