Vicki Cap
Posts
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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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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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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...
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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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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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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...