We came from Lacerte and the client dashboard is so much more robust and we miss that. The options for adding information in each module is SO limited in PTO. There is so much information you could add like Lacerte allows you to do. But having a few additional fields woudl be very helpful and very easy to program since (it should) since the info is in the program already. To start, how about Due Date and Extended Due Date? Many practitioners use their tax software for due date monitoring. It's impossible to use PTO for this because none of the information is available at a high level. For 1040s it's pretty straightforward with due dates but will all other entities, due dates and extended due dates could be anything. PLEASE ADD DUE DATES AND EXTENDED DUE DATES for Federal and State returns.
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