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It has nothing to do with the cost of the product. It's about functionality and practice management.
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We need the same tax data report functionality as Lacerte. To be able to select the fields that one is interested in to export. Why is this not available for Pr...
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Yes, agree, it's cumbersome. Why not have a data import from an excel/csv file for this?Also the same account information is often re-used for the 8938, but whe...
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We need the same tax data report functionality as Lacerte. To be able to select the fields that one is interested in to export. Why is this not available for Pr...
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To be able to offer a Tax Advisory plan to potential users, we need to be able to make a list quickly of all the clients with potential estimated tax savings. O...
