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This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Client

Gather client experience

Manage document request lists generated by Gather or created from templates.
Show all hidden content.
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
  1. Select the
    Send Code
     button.
    note
    This sends a code to your email address or mobile device.
  2. Enter the 6 or 8-digit access code in the code field.
  3. Select
    Confirm
     to proceed to the
    Welcome Page
    .
Welcome page
This is the main dashboard for your Gather request.
  1. Select your name to update your profile, access the client portal, or sign out.
  2. Review the message from your tax preparer.
  3. View the steps required to complete the Gather request.
  4. Select
    Get Started
     to move to the 1st step.
  5. 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.
  1. Select the
    Start
     arrow to begin signing. Continue to select the arrow as you proceed to through the fields.
  2. Select the
    Signature Box
    .
  3. Select
    Type
    ,
    Draw
    , or
    Upload
     to write your signature.
  4. Select
    Apply
    .
  5. 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.
  1. Select
    Next
    .
  2. Enter or confirm your spouse's email address.
  3. Select
    Save & Continue
    .
For
individual
 Gather requests, you can decline signing.
  1. Select
    Decline
    .
  2. 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.
  1. 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.
  2. Select
    Save & Close
     to continue later.
  3. 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
  1. Select a bookmark name in the
    Bookmarks Panel
     to move to a specific page.
  2. Select the navigation arrows to move through the organizer pages or scroll.
  3. Use
    Notes to Preparer
     to provide additional information to your tax firm. Select
    Save
     to apply the note to that page.
  4. 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.
  5. 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.
  6. Select
    Save & Close
     to continue later.
  7. 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 is included on the Organizer:
  1. Select
    Review Missing Information
    if the organizer is not completed.
    • This option brings you back to the organizer to continue filling it.
  2. Select
    Finish
     if the organizer is completed.
If a spouse was is included on the Organizer:
  1. Select
    Send for Review
     if you would like to send the organizer to your spouse for review.
  2. 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.
You can import the DRL during processing. The DRL is sorted alphabetically during processing and in the taxpayer experience. Taxpayers can also print the DRL.
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.
  • In Delivery Options, you can add documents with a 15 MB file-size limit or up to 3 files; scanned documents may be matched to DRL items, and you can preview or delete documents, with this feature appearing first in the Client Experience and also available on mobile.
  1. Drag and drop into the field 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.
  2. Select
    NA
     for a file request to mark as
    Not Applicable
    .
  3. Select
    Undo NA
     to reactivate the file request.
  4. Review the
    Due Date
     for the item.
    note
    The firm has requested that you upload the documents by this date.
  5. 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.
  6. Review your upload progress.
  7. Select
    Save & Close
     to continue later.
  8. 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
  1. Select and hold the
    file name
     of an uncategorized file.
  2. Drag the item to the correct document type.
  3. Release the select to drop the file.
Manually Categorize
  1. Hover over an uncategorized document and select the
    Edit
     icon.
  2. 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.
Filter and print
Filter your document request list by item status or category, and print your document request list.
  1. Select the
    Filter
     icon to expand filter options.
  2. Select a
    Status
    to filter by and/or
  3. Select a
    Category
    to filter by.
  4. Select
    Print
    to print the document request list.

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