Tasha Arnold
Comments
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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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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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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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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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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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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...