Intuit Tax Advisor Idea Exchange
Submitted by Brandon Johnson CPA on 12-12-2022 12:29 PMCompared to other tax planning software, the client reports are pretty short. It only has room for a short summary and a few to dos. Please give us the ability to have longer report pages or at least give the ability to extend a strategy to be multiple pages. Also, please let us do bolt or underlined text in the verbiage. This would allow us to have fleshed out strategies with separate sections if we choose. We can add stuff like a full detailed overview, risks, opportunities, references, a more in depth client to do list, exc.
Find more ideas labeled with
Comments