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Annie M.

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Latest activity by Annie M.
  • Annie M. created an article,

    SPbinder Integration

    1. Getting Started
    2. Settings

    This integration allows users to securely upload Gather AI documents directly to SPbinder. SPbinder is a digital binder designed specifically for tax preparation workflows. Think of it as a smart d...

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    • 0 followers
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  • Annie M. created an article,

    [Video] Entity Batch Gather Requests

    1. Usage Guides
    2. Batch Gather Requests

    The video below outlines how to create, upload, and process entity batch Gather Requests. https://www.iorad.com/player/2605930/Entity-Batch-Gather-Requests Related ArticlesUltraTax CS® Print Settin...

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    • 1 follower
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  • Annie M. created an article,

    [Video] 1040 Batch Gather Requests

    1. Usage Guides
    2. Batch Gather Requests

    The video below outlines how to create, upload, and process 1040 batch Gather Requests. https://www.iorad.com/player/2594899/1040-Batch-Gather-Requests?iframeHash=watchsteps-1Related ArticlesUltraT...

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    • 1 follower
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  • Annie M. created an article,

    Uploading Entity Batch Gather Requests

    1. Usage Guides
    2. Batch Gather Requests

    This article describes the process for uploading batch Gather requests for entities. The document request list CSV feature is only available for entity requests. Please Note: Entity organizers are...

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    • 2 followers
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Error on Upload

    1. Troubleshooting
    2. User Side

    A personal information page is required when uploading an organizer to Gather. If this page is not included, you will see an error status when uploading.  CCH®, GoSystem®, and Lacerte® Check your ...

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    • 1 follower
    • 0 comments
    • -1 votes
  • Annie M. created an article,

    Settings: Gather Template

    1. Getting Started
    2. Settings

    In this section, you can create multiple Gather templates for different client types. These templates determine what items are and are not included in the Gather request and is selected when you st...

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    • 1 follower
    • 0 comments
    • -1 votes
  • Annie M. created an article,

    Document Request List Overview

    1. Usage Guides
    2. Quick Reference Guides

    Gather generates Document Request Lists based on the content of the uploaded organizer. These generated lists can be edited during processing or a template can be used instead. The Document Request...

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    • 4 followers
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  • Annie M. created an article,

    User Permissions for Gather

    1. Getting Started
    2. Settings

    Administrators, Partners, and Staff have access to Gather by default. For other users, their permissions must be updated to include Gather.  Please note: Only System Administrators have access to ...

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    • 3 followers
    • 0 comments
    • -1 votes
  • Annie M. created an article,

    Default Download Options for Gather Requests

    1. Usage Guides
    2. Quick Reference Guides

    Users can configure the default behavior of documents they choose to download. Options include saving immediately, queuing a download to a personal My Downloads area, and being asked for the proper...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Organizer Font Settings for CCH Axcess™

    1. Getting Started
    2. Print Settings

    It is important to use default font settings when printing organizers. Unique fonts can cause alignment issues, which can shift the placement of fillable boxes and checkmarks.  The menu navigation ...

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    • 1 follower
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