Julie Kruger
Posts
-
Payment Vouchers Online only
This year, we would like to not send our clients the traditionally payment vouchers, as the IRS has claimed that they will not be accepting physical payments. But, we still want the reminders to b...
-
Gather - Pending Documents in DRL
When in the "Review Progress" Tab, there are a bunch of extra (repeated) documents listed in the "Pending - Requested Documents" section. This makes it really hard to tell what they are missing. ...
-
Gather AI - Document Upload Status
I would like to have the ability to change the client's document upload status. We sent out our Gather requests last week, and I have had a number of clients upload one or two documents and then c...
-
Gather AI "Import File" for DRL loses punctuation
We have discovered that if we use the "Import File" option in SS Gather AI, nearly all the punctuation is converted to an underscore. This is both difficult for the client to understand, and it tr...
-
Gather AI Column Width
We would like to request that when the client is in the "upload documents" page (and they have uploaded some documents) that it remains only 5 columns, rather than adding a 6th column and squishing...
-
Gather AI file request name limits
Is anyone else feeling constricted on the file name length limits for document requests in Gather? The request name can be as long as you want, but the client can only see about 30 characters, and...
-
Gather Import File for Individuals
We would like the "Import File" option to be included for 1040 clients as well. We want more control over our DRL list, so we would love to skip the organizer and just upload the DRL list like you...