Sheree Carpenter
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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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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...