The video below shows you a typical organizer experience from the perspective of the taxpayer.
1. Welcome to the the Gather client experience as seen on a desktop.
2. You receive an email from noreply@safesendreturns.com. Click Let's Get Started to open your Gather request.
3. Click Send Code to generate an access code. This code is delivered to your email address or mobile device, depending on your firm's settings. It is valid for 20 minutes, until you use it, or until you generate a new code.
4. Retrieve the code from your email or mobile device.
5. Enter the access code by typing or pasting it into the access code field.
6. Click Confirm to continue.
7. This is the landing page for your Gather request. Click your name to edit your profile information or log out.
8. Review the message from your tax firm.
9. A list of steps required to complete your Gather request are displayed in the left panel.
10. Click Get Started to begin.
11. The sign step may or may not appear based on your firm's settings. To sign, click the Start flag.
12. Click the Signature block to apply your signature.
13. You can choose to Type or Draw your signature. Click Apply to sign.
14. Click the Next flag to be guided to any additional signature blocks or fillable fields.
15. Complete any other fields as prompted. In this example, the client is asked to type their name. Click the Name field to begin typing. Click the Next flag again to any additional fields.
16. Once all fields have been filled, click Next to continue.
17. If a spouse was included in the Gather Request, you may be prompted to enter or confirm their email address. Click Save & Continue to proceed to the next step.
18. You may or may not be prompted to complete a questionnaire, depending on your firm's settings. There may be fill in the blank questions, multiple choice, or if/then questions. Answer the questions to continue.
19. View your progress in the top right corner at any time.
20. Once the questionnaire is completed, click Next to continue.
21. If a spouse was included on the Gather request, you will see a pop-up warning to make sure your spouse is not also working on the organizer. Click Confirm to continue.
22. Navigate through your organizer pages by using the arrows at the top of the page, by scrolling, or by clicking pages in the Bookmarks panel.
23. Fields that can be filled appear green. Enter any relavant text into these fields. You can also type over old information.
24. A paperclip icon in the Bookmarks panel indicates the page may have source documents associated with it. Click to Upload to upload forms.
25. Click Choose File or drag and drop the appropriate document.
26. Click Confirm to finish the upload.
27. Type into the Notes to Tax Preparer box to provide additional information to your tax firm.
28. Click Save to apply the note to that page.
29. Once the organizer is completed, click Next to submit it or click Save & Close to continue later.
30. Click Complete Organizer to finalize the organizer. If this option is selected, you will not be able to edit the organizer again. If a spouse was included on the Gather request, you can click Send for Review to send a notification to your spouse.
31. You may or may not see an Upload section, depending on your firm's settings. This section displays a list of files requested by your firm.
32. Our Gather AI will attempt to categorize any uploaded documents. Recognized documents display a green checkmark.
33. View your upload progress in the top right hand corner.
34. To upload additional documents, click Choose File or drag and drop the appropriate documents.
35. Gather AI form recognition may take a few minutes.
36. Recognized forms are categorized. Unrecognized forms are listed in the Unrecognized Files section.
37. You can preview, edit or delete unrecognized files.
38. The preview window allows you to categorize the document by clicking the Document Type drop-down.
39. Click Update to save any changes made.
40. You can also categorize documents by clicking the Edit button.
41. Select a pre-populated document type, or click Others to enter your own document type.
42. Click Update to save your selection.
43. Click Finish to finalize the Upload process or click Save & Close to continue later.
44. After clicking Finish, you will not be able to upload additional documents. Click Confirm to close the upload step.
45. Once these steps are completed, you can access the Gather request again at any time to download your documents. If the Save & Close feature was used, you can go back in to edit your organizer or document uploads.
46. This concludes our tutorial. Thank you for watching!
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
https://www.iorad.com/player/2409781/Gather-Client-Experience
Comments
Article is closed for comments.