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Longer Reports

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Longer Reports

Brandon Johnson CPA

Compared 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.

Thanks for the enhancement idea to expand the ability to write notes in the client report with text tool bar features. We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Tax Advisor Idea Exchange

If you have any questions on the life cycle of an idea, check out our
Idea Exchange Getting Started Guide for more information.

Status: Open for Voting
Vote now if this is a good idea
1 Comment
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for Voting

Thanks for the enhancement idea to expand the ability to write notes in the client report with text tool bar features. We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Tax Advisor Idea Exchange

If you have any questions on the life cycle of an idea, check out our
Idea Exchange Getting Started Guide for more information.

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