Tasha Arnold
Posts
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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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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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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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Answered
Gather - 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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Answered
NA'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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Answered
Message 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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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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Answered
SS 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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Completed
DRL 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...