Vicki Cap
Activity overview
Latest activity by Vicki Cap-
Vicki Cap commented, With the upgrade that was implemented in April 2026, we now have a scroll bar to see all columns, this is a nice feature. However, we would like to be able to exclude and rearrange columns as we do...
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Vicki Cap commented, This is definitely an issue for our firm as well! We are using SurePrep for the first time this year and it significantly slows down a process that should go very quickly.
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Vicki Cap created a post, Gather AI - Archived Clients Dashboard Enhancement
Please change the selection and placement of the columns in the "Archive" dashboard to be similar to how the "Delivered" dashboard works. We often do more in the Archive dashboard and it is just a ...
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Vicki Cap commented, Absolutely agree with this!!!
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Vicki Cap commented, This is a great idea!
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Vicki Cap commented, Agree! Additionally, if you request documents in the custom questionnaire, they are included in the "pending list" even if the client answers "No" to the question. Very confusing!
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Vicki Cap commented, Agree! The other downfall of the "workaround" is that there is no "button" for the client to click on to take them to the IRS payment web page like there is when there is a federal voucher included.
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Vicki Cap created a post, Client Confusion regarding Uploading to Gather after clicking "Finished"
I have had clients insist that they can not upload to Gather AI after they have marked their documents as "Finished". I know they CAN still do this and have tested it myself, however, I believe the...
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Vicki Cap commented, ...and if we could have this soon as we would like to get our Gather AI requests out at the beginning of January!
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Vicki Cap commented, Yes please!!!!