Chelsy M.

Total activity 46
Last activity January 15, 2025 21:18
Member since April 26, 2023 18:23

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Chelsy M. commented, December 30, 2024 15:26
Good morning. We have updated this verbiage to Send Files to Firm. Thank you for providing this valuable feedback! Happy Holidays.
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Chelsy M. commented, December 05, 2024 17:26
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Hello Gina. This feature request has been submitted on your behalf by our Support team when requested. This has been highly requested and we hope this may be a feature that is available to our user...
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Chelsy M. commented, December 05, 2024 17:22
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Good morning Chelsea. This feature has been entered on your behalf by our Support team when you submitted a ticket. Our Product team will review and compare with our upcoming roadmap.
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Chelsy M. commented, October 29, 2024 16:34
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Hi Alexandra! Thank you for this feedback. We can definitely see how this verbiage does not include the various tax professionals who work at a CPA firm. I have entered an official request to edit ...
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Chelsy M. commented, October 15, 2024 14:42
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Good morning and thank you for reaching out to us. The KBA process the client goes through allows for 3 attempts to answer a total of 3/5 questions correctly. I will include some information below ...
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Chelsy M. commented, September 17, 2024 15:09
Hello. Various APIs can be used to build a custom workflow. If you would like additional information on APIs and how they can automate processes, please reach out to your customer success manager f...
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Chelsy M. commented, September 14, 2024 15:28
Hi Tammy. I'm pleased to let you know this is now a feature. Users can view other users' inboxes to include the document request list. Any uploaded items can be downloaded by the user viewing the i...
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Chelsy M. commented, September 14, 2024 15:20
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Thank you for this feedback. I have submitted these requests on your behalf for review. We implemented the tool tip box due to a high volume of requests from firms to mark the signature as optional...
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Chelsy M. commented, September 14, 2024 15:15
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Hi Tasha. There is a column for Request Documents in Gather that shows the progress the client has made uploading documents to their DRL.This will allow for the admin to view the progress without a...
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Chelsy M. commented, September 14, 2024 15:09
Official comment
Thank you for this feedback! I have passed this information along so our Product team is aware this is being requested.
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