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Checkmark: Confirm Data Has Been Reviewed

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Checkmark: Confirm Data Has Been Reviewed

bchampcpa

Would be nice to have a function where I can visually see that I have reviewed a number on input or in the forms. In CCH ProFx, you can double right click on a number and it will put a check box to show it's been reviewed and then if something changes after you reviewed that number it will flag that the number has changed since you reviewed it and will include a list of changed numbers in a diagnostic report 

This function is under review as we discover options for enhancements. Thanks for the idea.

Status: Under review
Vote now if this is a good idea
15 Comments
jgb
Returning Member

Totally agree. 

KGPCPA
Level 1

Yes!  This!  100%!

stephendstull
Level 1

YES! This suggestion and the organizer are mine and my staffs biggest pain points by far.  

LKRCPA
Level 2

Amen!   if I open a return that has been sitting for a while I have NO IDEA what I have reviewed and what I have not. 

This is long overdue!

sunnydee5
Level 1

Yes!  This would help so much with review when you get interrupted.  Sometimes I can't remember where I left off and this would help tremendously.

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

This is "Open for voting". Thank you! 

ab175
Level 1

Would be very helpful 

Brandon Johnson CPA

Voted for.  I feel like it takes ten times longer to review a tax return in PTO than other software because every time I pick up the return (whether adding new data received/requested from client, making edits to the return, sending a return back to a preparer with review notes) I feel like I have to review every number on the tax return again.

SZCPA
Level 2

100%!  Considering the switch to this Intuit ProConnect for it's cloud feature, but the no checkmarks is a deal breaker!  Working in a firm with a two step preparation/review process the checkmarks are critical!  Most other software I have looked at has this feature as a review tool.  Please add 🙂

IntuitGabi
Community Manager
Community Manager
Status changed to: Under review

This function is under review as we discover options for enhancements. Thanks for the idea.

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