Client Experience: Gather on Mobile

This article outlines the Gather experience for clients using a mobile device. Please see the Client Experience article to see how the process looks on a desktop, laptop or tablet.

Click on each section below to expand the steps and to see the client experience for accessing, signing, and uploading documents in Gather request.

Important

• Organizers can't be completed on a mobile device, the client must use a desktop computer.
• Only signing engagement letters and uploading source documents are supported.
• The Client Portal is not currently compatible with tablets or mobile devices. 
• If there are no engagement letters to sign or source documents to upload, the client sees a message directing them to sign in to the Gather request on their desktop computer to complete it.

Initial Email

The client receives an email with a link to the designated tax Gather request. All emails come from [e-mail]. 

1. Click Let's Get Started to open the Gather request. 

Start Page

The start page shows the firm's logo and the name of the client.

1. Click the More menu to:
   • View the contact person for your tax firm.
   • Update your profile information.
   • Logout. 
2. Click the Mail icon to view a message from your tax firm.
3. Click Get Started to proceed to authentication. 

Authentication

1. Click the Send Code button.
   • This sends a code to your email address or mobile device. 
2. Enter the 6 or 8-digit access code.
3. Click Confirm to proceed to the Welcome Page.

Welcome Page

A notification appears advising the taxpayer to move to a laptop or desktop if they would like to complete their organizer. 

1. 1. Click Ok to proceed. 

Engagement letter

The client can choose to decline signing or click Next to skip signing and complete it later. This option may or may not be available based on your firm's settings.

Please note:

If signing is required by the firm, or fillable fields are included on the form, the Next button is not available until signing is completed or the fields are filled and the Decline option will not be available. 

1. Click the Start arrow to be led to the first signature block.
2. Click the signature block to open the Signature window. 
3. Type out or draw your signature.
4. Click Apply to use this selected signature moving forward.
5. Use the Next arrow to be led to your next signature.
6. Click the Next button once all signature fields are completed to continue.
7. Enter or confirm the Spouse's email address (if applicable). 
8. Click Save & Continue. 

   

Upload Source Documents

After completing signing, you are directed to Upload documents. This option may or may not be available based on your firm's settings.

A list of requested files is displayed to help you determine what documents are needed. After the documents are uploaded, our Gather AI software recognizes and categorizes many of the documents. It may take a few minutes for the process to complete. 

Please note:

• Supported file types include PDF, DOC, Excel, PNG and JPEG. Other file types cannot be uploaded. 
  • Only PDF and image files go through document recognition with Gather AI.
• File names must be 200 characters or less. 
• Encrypted or password-protected documents should not be uploaded. 

1. Click Upload Files to select files to upload. 
2. Review your document upload progress. 
   • Recognized requested documents display a green checkmark. 
   • Unrecognized documents are listed as Uncategorized. 
3. Click Save & Close to continue later OR
4. Click Finish to mark the upload process as complete. 
   • Once confirmed, you are not able to upload additional documents. 

Completion

To complete the organizer, it must be accessed on a desktop, laptop or tablet and filled out. 

Important

Organizers can't be completed on a mobile device.