Tasha Arnold
Activity overview
Latest activity by Tasha Arnold-
Tasha Arnold created a post, Gather - Mass Download Options
It would be nice if we had options for mass downloading in Gather. We send some of our engagement letters through Signatures, and we will do a mass download of everything that has been e-signed and...
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Tasha Arnold commented, It would also be nice to have a choice of what emails we want to receive. For our firm, we wait until the source documents are completed before we take the documents from Gather, so notifications a...
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Tasha Arnold commented, Agreed, we have many clients where the spouse is the main contact person and don't want the reminders to go to the "tax payer" because they won't take care of the items.
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Tasha Arnold commented, This would be so great, especially for those clients who choose not to use Gather. Our team currently searches Gather when we receive physical documents, but we do miss a few every now and then, an...
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Tasha Arnold created a post, Client Management - Newly Married Clients
It would be great if Client Management automatically updated when we import a return for a previously single client who is now filing Married Filing Jointly. Currently, an error stating "Some clien...
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Tasha Arnold created a post, Estimate Vouchers - Address Change
It would be nice to be able to upload estimate vouchers that have the same information, but have an address change for the client who requests their vouchers be updated with their new addresses.
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Tasha Arnold commented, I completely agree - we require a description and period end on all of our documents, and with the current mapping, it pulls into GFR with those two options blank, forcing us to re-index the 8879s....
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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...