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Totally agree!!! I Lacert has this capability, which not borrow, beg, steal to implement uniformly throughout the "Intuit Family". I have been a Proseries custo...
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This is so very true-I've been with this family for ages, no change! Please provide and escalation POC!
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I strongly agree! Pro-Series has been by-passed by the "Pro-Advisor" offerings, so please at this capability as an extension of the 1040 tax planner. We are als...
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Yes, I agree that this should be standardized across the Intuit Family. Time saver and excellent for customer relations/service.
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This is an excellent idea! Keeping track of clients' data is very important, especially with the time involved with tax agencies filing compliance. We really li...