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Community Ideas
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  • 100 Votes
    Submitted by:
    03-04-2021
    12 comments

    Please add an ability to modify Client Letters: add notes, content,extra default paragraphs for clients (similar to Lacerte and CCH Profx). Current situation is if we want to add any m... Read more

    Status: Accepted
  • 91 Votes
    Submitted by:
    02-24-2021
    27 comments

    Honestly the organizer in Proconnect is horrible. I spend hours doing my own organizer so it looks better and has more information for my clients. I am embarrased to use the one in pro... Read more

    Status: Accepted
  • 70 Votes
    Submitted by:
    01-13-2021
    13 comments

    (This "feature" has been asked for many, many times over the years. I almost feel silly repeating it again here!)We need to be able to set company defaults. For example, my company has... Read more

    Status: Accepted
  • 67 Votes
    Submitted by:
    02-25-2021
    11 comments

    Would be nice to have a function where I can visually see that I have reviewed a number on input or in the forms. In CCH ProFx, you can double right click on a number and it will put a... Read more

    Status: Under review
  • 64 Votes
    Submitted by:
    04-20-2021
    4 comments

    Ability to easily split a married filing jointly return to married filing separately (Like Lacerte can do in one click)

    Status: Accepted
  • 60 Votes
    Submitted by:
    01-25-2021
    6 comments

    It's easy to just complain about problems in the forums. But in the last week I've had two unexpected PTO discoveries that made me go "awww, they really do give a $%!^". 1. The ability... Read more

    Status: Open for voting
  • 56 Votes
    Submitted by:
    10-16-2021
    7 comments

    Please add a way to automatically calculate the Federal interest rate for extended returns. Either program it in the program since it is the same for everyone, or at least provide a bo... Read more

    Status: Open for voting
  • 46 Votes
    Submitted by:
    03-04-2021
    9 comments

    Please, generate bookmarks for each page in the printed pdf file from ProConnect Tax Online, similar to Turbo Tax, CCH Profx and most other tax softwares.

    Status: Under review
  • 44 Votes
    Submitted by:
    03-29-2022
    4 comments

    Ability to prepare a two year comparison for Schedule C and Schedule E. Similar to Tax Summary two year comparison but specifically detailed for Schedule C and Schedule E.

    Status: Open for voting
  • 44 Votes
    Submitted by:
    03-04-2021
    4 comments

    In Intuit Link when a client is active I get an email. However, it never tells me if they are completed with uploading documents/responding to questions. It takes considerable time to ... Read more

    Status: Open for voting
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