dkorpel

Our firm would really benefit from the ability to turn off/hide forms, input fields, and screens that we never use in ProConnect.

For example, we never prepare returns involving railroad retirement or certain niche forms, but those sections still appear in the interface and can clutter up navigation. Over time, as more features and forms get added, it makes the product feel heavier and harder to move around in efficiently.

It would be extremely helpful to have an admin- or firm-level setting that allows us to:

  • Disable or hide specific forms and input screens we never touch
  • Reduce visual clutter so staff only see the areas relevant to our practice
  • Improve training and review by keeping the workflow focused on the forms we actually use

A configurable “hide unused forms/sections” option would streamline ProConnect for different firm types and specialties, and make daily use a lot smoother.

Status: New
0 Votes
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