Annie M.
Articles
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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...
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Gather FAQ
User Questions Where do I enable/disable Gather? Note: Gather is included as part of the SafeSend Premium package. It can be purchased separately as part of the Gather Essential package. Admi...
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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. ...
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Settings: Custom Questions
In this section, you can create multiple questionnaires for different client types. These questions can be used instead of the questionnaire provided by your tax software OR used in addition to tha...