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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- PTO is NOT Designed for a Multi-Return Firm
PTO is NOT Designed for a Multi-Return Firm
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arimallen
Level 2
04-20-2023
12:18 PM
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PTO will produce the most complex tax return. Which meets the needs of a CFO producing 1 tax return per year. Where's the support for firms producing multiple tax returns? **bleep** e-filing/extensions, dated status report with Excel export/link, connection to QBO client info, integration with Microsoft services, workflows, custom client engagement letters, client DRAFT tax return approvals - triggering e-filing, and integration with other e-sign services (Adobe). These are not "pie-in-the-sky" wish list items, but basic features provided by the least capable "Firm-Based" tax return service providers.
