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- PTO is NOT Designed for a Multi-Return Firm
PTO is NOT Designed for a Multi-Return Firm
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arimallen
Level 2
04-20-2023
12:18 PM
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PTO will produce the most complex tax return. Which meets the needs of a CFO producing 1 tax return per year. Where's the support for firms producing multiple tax returns? **bleep** e-filing/extensions, dated status report with Excel export/link, connection to QBO client info, integration with Microsoft services, workflows, custom client engagement letters, client DRAFT tax return approvals - triggering e-filing, and integration with other e-sign services (Adobe). These are not "pie-in-the-sky" wish list items, but basic features provided by the least capable "Firm-Based" tax return service providers.
