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Gather client experience

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This article covers the Gather client experience on a desktop.

note

The following sections may or may not be available, or may appear in a different order, depending on the Gather settings defined by your tax firm.

Initial Email

The initial email comes from noreply@safesendreturns.com. The sender's name is applied from each user's My Settings
menu.

Select Let's Get Started
to open the Gather request.

Authentication

Select the Send Code
button.

note

This sends a code to your email address or mobile device.

Enter the 6 or 8-digit access code in the code field.

Select Confirm
to proceed to the Welcome Page
.

Welcome page

This is the main dashboard for your Gather request.

Select your name to update your profile, access the client portal, or sign out.

Review the message from your tax preparer.

View the steps required to complete the Gather request.

Select Get Started
to move to the 1st step.

Select Need Help?
to get the contact information for someone at your tax firm.

Sign engagement letter

Complete Signing

note

If the firm requires signing or the form includes fillable fields, the Next
button won’t be available until the client completes signing or fills in the fields.

Select the Start
arrow to begin signing. Continue to select the arrow as you proceed to through the fields.

Select the Signature Box
.

Select Type
, Draw
, or Upload
to write your signature.

Select Apply
.

Select Next Step: Answer Questions
once all fields are completed.

Skip or Decline Signing

You can only decline signing if your tax firm doesn’t require it. If the form includes fillable fields other than a signature block, you must complete them.

For married filing joint
Gather requests, you can skip signing.

Select Next
.

Enter or confirm your spouse's email address.

Select Save & Continue
.

For individual
Gather requests, you can decline signing.

Select Decline
.

Select Confirm
.

To go to a different step, select a section at the beginning of the page. You can return to the Sign
section to complete signing at any time.

Custom questionnaire

Complete the Questionnaire
in the Answer
section if included. This option may or may not be available based on your firm's settings.

Answer the questions provided by your tax preparer.

You may get the following question types:

Yes/No - These may have follow-up questions as well.

Short Answer.

Multiple Choice.

Select Save & Close
to continue later.

Select Next Step: Fill Tax Organizer
to mark the questionnaire as completed.The questionnaire can't be revisited if this option is selected.

Fill organizer

After completing the questionnaire, you may be directed to fill out the Organizer
if included. This option may or may not be available based on your firm's settings.

Filling the Organizer

Select a bookmark name in the Bookmarks Panel
to move to a specific page.

Select the navigation arrows to move through the organizer pages or scroll.

Use Notes to Preparer
to provide additional information to your tax firm. Select Save
to apply the note to that page.

Enter text in the fillable fields of the organizer.

Text can be entered over the original text.

If your firm sends the organizer to you and your spouse, color coding identifies who filled each field.

Select Here to Upload
to upload source documents. You can drag and drop files or select to open your file explorer.

This option only appears on certain pages.

A paper clip icon in the bookmarks panel indicates that the page may have source documents associated with it.

Select Save & Close
to continue later.

Select Next Step: Upload Documents
to mark the organizer as complete.

Finishing the organizer

After you select the Next
button, a pop-up notification appears to confirm the organizer is complete.

If a spouse was not included on the Organizer:

Select Review Missing Information
if the organizer is not completed.

This option brings you back to the organizer to continue filling it.

Select Finish
if the organizer is completed.

If a spouse was included on the Organizer:

Select Send for Review
if you would like to send the organizer to your spouse for review.

Select Complete Organizer
if the Organizer is completed.

Upload documents

After completing the organizer, you may be directed to Upload
documents.

A list of requested files is displayed to help you determine what documents are needed. After the documents are uploaded, our Gather AI application recognizes and categorizes many of the documents.

note

The following file types can be uploaded: PDF, DOC, XLS, TXT, PNG and JPEG.

Only PDF and image files go through document recognition with Gather AI.

Consolidated 1099 forms should be uploaded as separate documents.

If they are included with other forms, only the consolidated 1099 will be recognized.

File names must be 200 characters or less.

Encrypted or password-protected documents should not be uploaded and can't be previewed.

Drag and drop into the box or select Choose File
to upload.

Files will automatically be marked as Uncategorized. The recognition engine may take a moment to categorize the document.

Once they become recognized, a green check mark will be added to the requested file.

Select NA
for a file request to mark as Not Applicable
.

Select Undo NA
to reactivate the file request.

Review the Due Date
for the item.

note

The firm has requested that you upload the documents by this date.

Hover over an uncategorized file to preview, edit, or delete it.

We recommend you use the Edit
feature to categorize the documents before selecting Finish
.

Refer to the following Categorize Uploaded Files
section for more information.

Review your upload progress.

Select Save & Close
to continue later.

Select Finish
to mark the upload process as complete.

Categorize Uploaded Files

Documents that SafeSend doesn’t automatically recognize will go into the Uncategorized section. Here you can manually categorize the documents as needed.

Drag/Drop to Categorize

Select and hold the file name
of an uncategorized file.

Drag the item to the correct document type.

Release the select to drop the file.

Manually Categorize

Hover over an uncategorized document and select the Edit
icon.

Do 1 of the following:

Select a pre-populated document type.

Select Other
to enter your own document type name.

Select Update
to categorize the document.

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