This is my first year with PTO (from ProSeries) but also not a fan of the organizer. 

I like seeing the KPIs (progress indicators) on the Link dashboard but I don't like updating the status on questions to Complete just so I can see them as complete in the KPIs to get a quick view of the status for each client. 

Many clients do not or will not match documents to their correct item in the document requests so they get added to the Unmatched only has a status of needs review - I should be able to assign the normal statuses.

Many clients don't want to answer all the questions when they don't apply or when they don't seem relevant.  There should be a way for the client to indicate they have finished uploading documents and answering questions and are ready for me to prepare the return.