Cindy Hughes
Activity overview
Latest activity by Cindy Hughes-
Cindy Hughes created a post, K1 Distribution Reporting
I have a few clients with 100+ K-1s that we distribute on their behalf from our internal AFO/CAS email distribution lists. It would be really beneficial to have a downloadable option of the client...
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Cindy Hughes commented, I also 100% agree that this would be beneficial! We DID spend the man power creating client assist letters for one of our markets for year one - about 400 one-off requests were sent. If this coul...
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Cindy Hughes created a post, Gather AI - Close By Firm
We are sending entity Gather Requests for the first time this year and we are utilizing the automated reminders feature. Our requests include a non-required signature on an information page - we n...
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Cindy Hughes created a post, Entity Gather Request - Import File Option
When creating an entity Gather Request, we are using the Import File feature to create custom DRLs for the client we are sending to. There was immediate feedback from clients that they can not read...
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Cindy Hughes created a post, Gather and Tax Return automation
We are using Gather with automated reminders and will have to run reports and manually close Gather requests once the return is complete. If the Gather could be closed and archived when the matchi...
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Cindy Hughes commented, Hey John - my firm uses a work around for that. Since ERO/Signer is already a filter-able column, we made our preparers "Partners" in our SafeSend User Management so that we can send batches/one-o...