Annie M.
Articles
-
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 se...
-
Batch Processing .CSV Template
The attached .CSV file allows users to upload multiple Gather requests at once. Notes for this template: Client ID cell form must be "text" to capture the true text. The Client ID in the .CSV file...
-
Delivered Gather Report Overview
This article provides an overview of the Delivered and Undelivered Batch dashboards in Gather. Bulk Action Items These actions can be performed on multiple Gather requests at the same time. S...
-
[Video] Gather Client Experience
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 n...
-
UltraTax CS® Print Settings for Organizers and Engagement Letters for Gather
This article contains information about the required print settings to use for UltraTax CS® organizers and engagement letters. For information on how to prepare batch organizers, see Uploading Batc...
-
Uploading Batch Gather Requests
This article describes the process for uploading batch Gather requests. Important All engagement letters included in a batch should be formatted the same way; any signature/date lines should be ...
-
Gather Client Experience
This article shows the Gather client view as seen on a desktop. Please see the Client Experience: Gather on Mobile article to see how the process looks on a mobile device. Click on each section bel...
-
Delivered and Archived Gather Statuses
After a Gather request is delivered to a client, it moves to the Delivered page. Its status is shown in three different columns; Signature Status, Organizer Status, and Source Document Status. Whe...
-
Gather FAQ
User Questions Where do I enable/disable Gather? Note: Gather is included as part of the SafeSend Premium package. It cannot be purchased separately. Administrators can give users access to G...
-
My Settings (Individual User Settings)
Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing and notifications to be received from the program. ...