MY NAME IS TROY YOUNGBLOOD AND I AM THE OWNER OF TY ASSOCIATES, I WOULD LIKE TO GIVE YOU SOME SUGGESTIONS THAT I BELIEVE YOUR ORGANIZATION HAS THE TECHNOLOGY TO BRING INTO BEING.

FIRST AND FOREMOST, I PURCHASED ADDITIONAL FEATURES OF THE SOFTWARE THAT I THOUGHT WOULD TREMENDOUSLY HELP MY BUSINESS, IT TURNS OUT THAT THERE WAS NO FUNCTIONALITY IN THESE AREAS. I WANTED TO BE ABLE TO UPLOAD MY CLIENT’S TAX DOCUMENTATION INTO THE SOFTWARE AND HAVE THE TAX RETURNS DONE, INSTEAD, I FOUND THAT THIS IS SOMETHING THAT PROSERIES DOESN’T EVEN OFFER.

WHAT I DID DISCOVER WERE NEW SUGGESTIONS AND I PRAY THAT YOU ARE ABLE TO IMPLEMENT THEM FOR FUTURE YEARS.

IN THE HOMEBASE OF PROSERIES IN PURLE LETTERING, YOU HAVE THE WORD “INVITE” THIS FEATURE SEEMS TO SEND AN EMAIL TO A CLIENT IN OUR HOMEBASE DATABASE TO LET THEM KNOW THAT WE ARE INTERESTED IN THEM GIVING US THE AUTHORIZATION TO UPLOAD ALL OF THEIR TAX DOCUMENTATION, WE CAN CLEARLY SEE ALL OF THEIR W-2’S, 1099’S, 1098’S, ETC. 

IT GIVES RISE TO GIVING A TAX PRACTICE THE ABILITY TO MASS PRODUCE RETURNS, MUCH-LIKE AN ASSEMBLY LINE IN CAR MANUFACTURING. INSTEAD OF JUST OFFERING THIS FEATURE TO JUST FOR ONE CLIENT AT A TIME. WHY NOT GIVE US THE ABILITY TO DO IT IN 100 AND 200 HUNDRED CLIENT BATCHES? A GROUP INVITE OF SELECTED CLIENTS, A GROUP UPLOAD OF ALL OF THE CLIENTS WHO HAVE ACCEPTED THE INVITE AND EVEN A BATCH EMAILING SYSTEM WHERE WE CAN HAVE A CUSTOMIZED LETTER, MUCH-LIKE THE ONE WE ALREADY HAVE IN THE SYSTEM PERTAINING TO THE RESULTS OF THEIR RETURNS, ETC. WITH INSTRUCTIONS ON WHETHER THEY APPROVE OF US E-FILING THEIR RETURNS AND WE THEN, CAN DO A BATCH OF E-FILES IN THE EF CENTER AND BE DOWN WITH IT.

THE TAX IMPORT SYSTEM OF HAVING THE CLIENT’S HAVE A PASSWORD WITH INTUIT AND DO A LOT OF THE LEG WORK, WILL ONLY FRUSTRATE MANY OF THE CLIENTS. WE ARE MAKING THEM WORK AND THAT IS WHAT THEY ARE PAYING US TO DO FOR THEM!

PLEASE TAKE THIS FEEDBACK SERIOUSLY, YOU HAVE THE TECHNOLOGY, NOW JUST IMPROVE YOUR SOFTWARE.

SINCERELY YOURS,

TROY YOUNGBLOOD

TY ASSOCIATES