Annie M.
Articles
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Review Progress
This feature allows you to review and download source documents uploaded by the client, organizer documents, and e-signed documents. To access these features, click the Review Progress option in th...
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Archiving Gather Requests
You can move completed Gather requests to help keep your Reports section more organized (recommended). You can also restore a document from the Archived section if necessary. ImportantGather reques...
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SPbinder Integration
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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[Video] Entity 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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[Video] 1040 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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Uploading Entity 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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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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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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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. The Document Request...
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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 ...