Annie M.
Articles
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Unlocking a Gather Request for a Client
If a client fails to enter the proper access code three times, the Gather request is automatically locked. This is a security feature to prevent unauthorized access. When a Gather request is locked...
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Downloading Multiple Files at Once
Gather allows users to download multiple files (individual or batches) via a global Download button available at the top of the Delivered and Archived reporting sections. Important Gather can only...
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Adjusting Reminder Settings
Reminders can help taxpayers remember to fill out their organizer, upload documents, and sign documents. These can be sent and adjusted in a few ways. The default setting for reminders can be adju...
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Supported Organizer Types for Gather
This article contains an up-to-date list of organizer return types (and their generating tax software) that are recognized in Gather. Important Unsupported documents aren't recognized. They will...
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Preparedness Guide
Welcome to our step-by-step guide to prepare your firm for organizer season and make your experience with Gather easy and seamless. Getting Started Review Your Print Settings CCH Axcess™ Best Pr...
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Leading Zeros in CSV Template
Excel tends to remove leading 0's in CSV templates. This can be an issue when adding Client IDs to the CSV template. The following steps will help you prevent this issue. Warning: After you save ...
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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 sec...
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Batch Processing .CSV Template
The attached .CSV file allows users to upload multiple Gather requests at once. Important Do not make any edits to the CSV template. Notes for this template: Client ID cell form must be "text" to ...
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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. Sen...
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[Video] Gather Client Experience
The video below shows you a typical organizer experience from the perspective of the taxpayer. The steps outlined may or may not be available, or may appear in a different order, depending on the G...