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Kev-in-CT
Level 2
Products
  • ProConnect Tax
    Experience: 10 years
Activity Feed
  • I would use it for reviewing returns that a staff person prepared. Instead of endlessly scrolling every time I need to verify an entry, I could go directly to t...
    Kev-in-CT
    Oct 22, 2023
  • I don't know. This feature is available within QuickBooks Online, and in fact, I use it frequently. Not sure why it wouldn't work with this. It would be much ea...
    Kev-in-CT
    Jun 16, 2022
  • Agreed. The notes appear to rollover each year, which I like. However, it should add the users initials and the date next to each one so we know if it was from ...
    Kev-in-CT
    Jul 07, 2023
  • I'd appreciate if the software that the ability to allow me to pull our fee from our clients' bank accounts when the tax return is complete, with the client's p...
    Kev-in-CT
    9
    Jun 16, 2022
  • It would be an amazing feature if when done with an LLC, we could enter each members' email address and then the software could email them to each partner with ...
    Kev-in-CT
    3
    Oct 17, 2024
Community Stats
Posts 10
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Member Since ‎03-04-2021
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