ProConnect Tax Idea Exchange

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

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

(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

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

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

Add "Extension(s) Accepted" as a choice in the E File Status column of the Tax Return dashboard so it is easy to tell which returns have been filed as opposed to those where only exten... Read more

All too often we look back at a prior year for any number of reasons. It's entirely too easy to start making changes not realizing the return has been filed. I'd like to lock a prior y... Read more

Please give us the option to add our own watermark when masking the SSNs, or having a preselected list of watermarks to add, such as "Client Copy" or "Client Copy. Do Not File". The "D... Read more

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.

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