Sheree Carpenter
Activity overview
Latest activity by Sheree Carpenter-
Sheree Carpenter created a post, Make Checkboxes On Gather Tax Organizers Visible During Processing Phase
The checkboxes Gather inserted on our software printed tax organizers "Questions" Page were not lining up. Our tax preparing software was not printing the tax organizers "Standard Questions" corre...
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Sheree Carpenter commented, We are having issues with the checkboxes as well. Our tax preparing software wasn't not printing the organizers Standard Questions correctly. It wasn't happening to all of the organizers. Their ...
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Sheree Carpenter commented, We have had several clients who have wanted to download the tax organizer before it is completed.
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Sheree Carpenter created a post, No Signature for Engagement Letter in Organizer and Gather
We upload a "Welcome to Busy Season" letter with our tax organizers that requires no signature. In Organizers and Gather, all options for uploaded items (engagement letter, consent form, other) re...