The updated software’s Next Gen Gather AI is included as part of a new Premium tier package. SafeSend says Gather AI automatically generates “a document request list, identifies and categorizes uploaded documents, provides real-time visibility into document completion status, and ensures a frictionless document gathering process for both firm and client.”

SafeSend says Gather AI enables the application to do the following:                                                                                                                                                                                                                                  *Bulk generate Document Request Lists (DRLs) in seconds;                                                                                                                                                                                                                                                  Sort and identify common source documents for both customers and clients'                                                                                                                                                                                                                  *Provide real-time notifications when source documents are uploaded;                                                                                                                                                                                                                                 *Give real-time visibility into client completion status.

Bob Scott

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Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind