Ability to create more placeholder variables like [client name], [firm name] as used in Email Invite or added to the Engagement Letter if the message states "...for working with [tax professional] this tax season of [tax year].
This would allow any email "subject line" text to add the (A) [firm-name], [client name] and (B) [tax-year], especially valuable when multiple corporations are being process for the same client email address.
Likewise the signature line should include variables for the tax professional setup detail like a [tax pro phone] and [tax pro email], so there is no confusion with a practice that has many tax professionals using the same proconnect tool.
Cuirrently proconnect works logically with respect to client correspondence as if there is only One Tax Professional and not multiples doing tax returns for the FIRM... Setup allows multiple Tax Pro's but it is not supported with respect to correspondence.
Any correspondence with client should be flexible, too limited with above variables/placeholder that get swapped with real text.
Invite Letter if you have multiple people e.g. [tax professional] representing the person doing the taxes opposed to always making Invite email represent the proconnect administrator's name in the FROM and SIGNATURE portions of the email. Also [client name] took the client's formal first name of "Joseph" and swapped it to "Joe" (this could be insulting in some circumstances "Richard" swapped to "Dick", where "Rich" or "Richie" would be an appropriate abbreviated first name)
Tax Professional Setup needs a feature which allows Clients & Tax Returns that are mapped to the one tax professional to be hidden from other tax professional , Permission to See clients granted to "checkbox" list of tax professional , of course the admin can override this with an option that allows them to SEE ALL
