Kristina Croskey
Comments
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Even better is if they would list the yes/no in columns down the side of the page like paper organizers are. Then the staff can glance easily and see the answers easily.
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We are getting calls on that as well as people not being able to see the very light circles next to the Yes and No buttons in the questionnaire. They are clicking on the words Yes and No and nothi...
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We have noticed this problem while downloading documents from Gather. It just randomly times out and logs us out even though we are actively using it. Very frustrating!
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I am literally looking for that feature right now! We have over 100 questions and it looks like we may have to create a whole new one to leave out one section.
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I saw the email, too. Our customer service rep told us on Monday the updates were being released on Friday 1/24. It was supposed to be 1/18, but they had to push it back.
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We are using Gather this year for our organizers, and were told that the update will be released January 18. Not sure if this applies to all products, or just Gather.
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Alyse H. - This is not available in Batch. Only one-offs. We have to do every single organizer separately in order to utilize this feature. We also need the ability to select other pages - not j...
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I came here looking for an answer similar to this. We sent a DRL to multiple people, but on the client end, only one of them is able to access it to upload documents. From the firm view, it looks...
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I love this suggestion. I agree it would be helpful.
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Also, having the option to just keep in the Personal Information, Dependents, and Direct Deposit Withdrawal pages would be very helpful. And possibly even the native questions from the tax softwar...