Tasha Arnold
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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...