I know tax software and its related computer files are 'an annual thing' but...it would be great if the software could separate: (i) a permanent database file with factual client information from (ii) each year's annual tax return preparation software.  That way, there would be no concerns about when you rollover the client files since the database would be perpetual.  Further, aside from the annual tax return filing, you could run projections, estimates and what-ifs all year long in separate modules without potentially tarnishing the prior year's tax filing.  Annual tax return filing software should just be an overlay (module) on top of the database....as should software for projections, estimates, payment processing, basis records, etc. all tapping the same database.

I know it's a lot more than that but...AI can do it.