Cindy Hughes
Posts
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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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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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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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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...