Tasha Arnold
Activity overview
Latest activity by Tasha Arnold-
Tasha Arnold created a post, AnsweredGather - Ability to Re-Open
I know I've seem some posts about the clients click the "Next" button and send themselves out of a section and unable to re-access until the admin from the firm re-open the organizer or doc upload....
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Tasha Arnold commented, I agree - we have tried to give that tip to some of our clients but we have two main responses: 1) That's too much extra work or 2) They're not very tech savvy and they can do a photo but going tho...
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Tasha Arnold created a post, AnsweredNA's Showing a Complete Organizer
I can understand why when a client marks NA on all the documents listed on an Organizer why it would show as the documents at 100%. However, it would be helpful if there could be a different way to...
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Tasha Arnold created a post, AnsweredMessage to Client inside of Gather
We have found that the message to the client on the landing page of the Gather lists the Taxpayer name and not the Spouse name when a married filing joint accesses a Gather Request. The message, "W...
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Tasha Arnold commented, We have also had clients experience difficulty with the different sections. They are used to choosing the Next button with Returns so they hit Next in their Organizer thinking it will go to the nex...
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Tasha Arnold created a post, SafeSend Gather Organization
For any firms that are utilizing SafeSend Gather - what are you doing to stay organized? This is our first year so we have multiple clients who are calling asking for paper organizer or want to sen...
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Tasha Arnold created a post, AnsweredSS Gather - Custom Questions Description Blocks
It would be helpful to have the ability to add a description block in Custom Questions to provide context or details for different sections. We are looking to use Custom Questions for entity return...
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Tasha Arnold created a post, CompletedDRL from Gather
Have the ability to download the DRL list that is created from the organizer for each client when downloading the Gather document package. Our firm has the admin handle the majority of source docum...