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Community Ideas
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  • 134 Votes
    Submitted by:
    03-04-2021
    16 comments

    Please add an ability to modify Client Letters: add notes, content,extra default paragraphs for clients (similar to Lacerte and CCH Profx). Current situation is if we want to add any m... Read more

    Status: Implemented
  • 133 Votes
    Submitted by:
    02-25-2021
    15 comments

    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... Read more

    Status: Under review
  • 119 Votes
    Submitted by:
    02-24-2021
    32 comments

    Honestly the organizer in Proconnect is horrible. I spend hours doing my own organizer so it looks better and has more information for my clients. I am embarrased to use the one in pro... Read more

    Status: Phased roll-out: Implemented
  • 111 Votes
    Submitted by:
    03-29-2022
    6 comments

    Attach Form 7203 automatically. Doesn't make sense to have to download it from the return just to attach it again.

    Status: Open for voting
  • 99 Votes
    Submitted by:
    01-25-2021
    8 comments

    It's easy to just complain about problems in the forums. But in the last week I've had two unexpected PTO discoveries that made me go "awww, they really do give a $%!^". 1. The ability... Read more

    Status: Under review
  • 97 Votes
    Submitted by:
    03-04-2021
    17 comments

    Please, generate bookmarks for each page in the printed pdf file from ProConnect Tax Online, similar to Turbo Tax, CCH Profx and most other tax softwares.

    Status: Under review
  • 96 Votes
    Submitted by:
    01-13-2021
    15 comments

    (This "feature" has been asked for many, many times over the years. I almost feel silly repeating it again here!)We need to be able to set company defaults. For example, my company has... Read more

    Status: Phased roll-out: Implemented
  • 95 Votes
    Submitted by:
    03-29-2022
    4 comments

    Ability to prepare a two year comparison for Schedule C and Schedule E. Similar to Tax Summary two year comparison but specifically detailed for Schedule C and Schedule E.

    Status: Open for voting
  • 84 Votes
    Submitted by:
    10-16-2021
    8 comments

    Please add a way to automatically calculate the Federal interest rate for extended returns. Either program it in the program since it is the same for everyone, or at least provide a bo... Read more

    Status: Under review
  • 84 Votes
    Submitted by:
    04-20-2021
    5 comments

    Ability to easily split a married filing jointly return to married filing separately (Like Lacerte can do in one click)

    Status: Implemented
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