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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
Jackiei99
Level 2

Absolutely agree with this.  I use CCH too when I help another tax preparer, and it is a great feature.  ProConnect Tax Online needs that.

kgfrye42
Level 1

I miss this function so much!  I used it frequently when I was a CCH Prosystems users.

mark12
Level 2

This is a feature in Lacerte.  Hopefully you can make this available in ProConnect. 

JoanS
Level 1

I am in total agreement that this feature would help with the review process and build efficiency.

Casanovacpas
Level 2

Please add this!

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