Bill Lincoln
Activity overview
Latest activity by Bill Lincoln-
Bill Lincoln commented, Great question! We're having the same problem.
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Bill Lincoln created a post, Gather vs Organizers
Our firm implemented SafeSend a little less than a year ago, and we're very glad that we did. Organizers, Returns, Signatures, and TTC have all been big improvements over our previous processes. ...
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Bill Lincoln commented, When I mentioned a "single workpaper file" above - ideally this would be a cloud-based "binder", similar to some other solutions. However, I'd be happy if this was only a sorted / bookmarked PDF.
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Bill Lincoln created a post, Returns - default Invoice bookmark name
Please allow the ability to have a default bookmark name for the uploaded invoice (I suggest "Invoice".) Needing to add a bookmark name with invoices that are uploaded for delivery with tax returns...
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Bill Lincoln created a post, AnsweredGather - tax docs to workpaper file
I'm not an expert on Gather, but I've done a demo of it and a few other tax intake solutions. A feature that I feel would be very beneficial to tax preparers would be if Gather could accumulate the...