client presentation mode

[goreta]

It would be great to have a presentation mode to toggle to and from on the website so we can present to client within ITA without having to download the client report.

[IntuitGabi]

Hi @goreta, 

Can you provide more information on what you'd be looking for in a presentation mode setting? Let us know if there's something within the client report you'd be interested in changing as well. Thanks for your time!  

[goreta]

Initially it would be great to have a the data available on the "Strategies" tab in a more presentable format. Having the strategy tax savings and net out of pocket is super helpful to present to the client. Also, having the totals at the bottom for the aggregate amounts is super helpful for a summary.

Ultimately it would be great to have some type of entry feature to be able to adjust each strategy while with the client. Using a slide is nice in other software we use. The "Strategy" tab is close, but it is just not in a format for presenting.

Regarding the reports, it would be nice to have the totals for strategy tax savings and net out of pocket on the slide of the report that lists them. Again, the net out of pocket is great to have for discussion with the strategies.