Vicki Cap
Posts
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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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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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Gather AI - Custom Questions: Add Categories to "Request Document Upload" dropdown list
I would like to add a couple of categories to the dropdown list provided for "Request Document Upload" - specifically it would be nice to have "Retirement Income", "Personal Information", and "Char...
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Planned
Clearer Communication from Gather AI to Smart Phone Users
I am aware that when smart phone users access Gather AI, they are unable to complete the questionnaire and Organizer. We have had to follow up with numerous clients who indicate the system tells th...
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Answered
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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Answered
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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Answered
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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Answered
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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Completed
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...
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Answered
Organizers Report - Need Column for Source Document Reminder Date
It would be very helpful to have a column in the report that shows the most recent date a reminder was sent for Source Documents. In preparing to send reminders to our "October filers", I noticed t...