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When using eSignature to have the client sign their e-file forms for the applicable return type, the attached reference document is the Complete Return Copy. Th...
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Initially it would be great to have a the data available on the "Strategies" tab in a more presentable format. Having the strategy tax savings and net out of po...
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It would be great to have a presentation mode to toggle to and from on the website so we can present to client within ITA without having to download the client ...
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The strategies page totals the tax savings and net out of pocket costs. These numbers are on the client report, but are not totaled. It would be great to have t...
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When starting a new eSignature request the standard forms are included with control boxes to check. One of these is the 'Client copy of tax return'. However, on...
