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Client Insights Oneview V2

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Client Insights Oneview V2

Client Insights Oneview V2

IntuitGabi
Moderator
Moderator
What is Oneview V2? 

Exciting news for you all. We just improved Client Insights Oneview in Intuit Tax Advisor, to help you identify the best clients for your advisory services. This improved view lets you to see insights for all your clients, 10 at a time, and the best thing is there's no loading time now. Additionally, you can search for any specific client that you want to see tax-saving insights for. You can sort your client based on client name, potential savings, AGI etc. to identify best clients. All you have to do is select clients you want to see insights for, and we will notify you via Email once the updated version is ready for you to use.

Additionally, we will launch the following enhancements to this view soon
  • More columns like Schedules, Taxes due etc
  • Filter options for schedules and other columns

    Oneview V2.png
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