I would just like to make a suggestion. If you are going to discontinue old year tax returns due to the new tax year rolling out - can you please wait until aft... read more
It would be great if they were automatically saved, or if there was an option to print them, to the client shared documents folder automatically instead of doin... read more
I really appreciate the creation of the functionality to send a weekly reminder to clients to get started in the portal. However, I would like the ability to ha... read more
Please add the ability to bill clients by individual forms. Many tax programs, including Drake, allow form-based billing, which makes invoicing clearer, consist... read more
I know that every state is different, and some have additional elections / forms outside of the return itself, but what is the process to elect PTE for an Arizo... read more
Does anyone know of a free IRS-approved WISP template that can be downloaded and customized to meet the requirements? I thought ProConnect may provide one as a ... read more
This message popped up today. Comments are year specific, and notes get carried over. If Notes goes away, then we have to have the ability to make Permanent Com... read more
It would be extremely helpful if client notes carried over to the next tax year. Drake Tax had this and it prevented missed details and reminded the preparer of... read more
The functionality of the tax software is broad and deep. In the pursuit of technical support, the crap shoot of connecting with someone who has direct, hands-on... read more
It does not make sense that the cost of filing a superseded tax return is not included with the cost of filing the original return. The reasons for filing a sup... read more
In 2024 taxpayer bought a truck, 100% business. Took section 179, bonus depr, and macrs, as well as the dealer redeemed EC tax credit of $7,500. In 2025, lemon ... read more
Most other Softwares include the Company Logo (Practice Company not ProConnect) on the First Pages of the Return in a way that is presented very professional. A... read more
When I transmit a return, I would like to see Proconnect automatically update:Return status to "E-file completed"Pro Intuit Link status to CompletedThis seems s... read more
