Annie M.
Activity overview
Latest activity by Annie M.-
Annie M. created an article, Error on Upload
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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Annie M. created an article, Settings: Gather Template
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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Annie M. created an article, Document Request List Overview
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. On the client side,...
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Annie M. created an article, User Permissions for Gather
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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Annie M. created an article, Default Download Options for Gather Requests
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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Annie M. created an article, Organizer Font Settings for CCH Axcess™
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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Annie M. created an article, Check Boxes or Text Boxes Misplaced
If you or your taxpayer notice that check boxes or fillable text boxes are missing or misplaced, generally this indicates the print settings were altered, the organizer was edited, or the page in q...
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Annie M. created an article, Placing Checkboxes and Radio Buttons
Checkboxes and radio buttons can be added to an Organizer page and/or E-Sign Documents during processing. Please note: For batch Gather requests, this option is not available. Follow the instruc...
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Annie M. created an article, CCH Axcess™ Best Practices for Printing Organizers for Gather
This article contains information on print settings for CCH Axcess™ organizers for Gather. Follow these guidelines for an optimal experience. For information on how to prepare batch Gather requests...
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Annie M. created an article, CCH® ProSystem fx® Best Practices for Printing Organizers for Gather
This article contains information about using CCH® ProSystem fx® organizers with Gather. Follow these guidelines for an optimal experience. For information on how to prepare batch organizers, see U...