Feature Requests

Currently use the 1040 organizer, but looking for template organizers for business returns (1120 and 1120-S). Previously saw that additional organizers for other return types were expected to roll out, but haven’t seen an update or timeline. It would be incredibly helpful to have organizers available for corporate and S-corp returns to streamline our workflow and keep things consistent across return types.

It would be great to have more flexibility in our Client List views for Tax clients. We'd like to include Custom task sections and Tax sections to be able to see an overview of tasks across multiple clients (like we do for the bookkeeping close).

When clients complete an organizer, it would be helpful to be able to filter their responses. For example, it would be ideal if we were able to only see the fields actually answered by the client, and be able to disregard fields with no answer or the ones that were not required.

When preparing taxes, i don't want to set a due date for the "draft return" to be done until the client has completed their organizer. I don't want the task for "Review Return for Accuracy" to be done until the "Prepare Draft" has been complete. We need a way to make due dates dynamic so that we can properly manage tasks.

Enable/disable both monthly closes and tax suite options in Practice Settings > All client settings

Allow organizers to roll forward answers in subsequent tax years

Add the option to decide when to show the tax pizza tracker in the client portal- right now working on 2025 but also prepping the team for 2026 and has two trackers on the portal and would like to be able to have the option to hide and show when they are ready.

If we have a pdf of our organizer, being able to upload that and publish as an organizer in the portal would be helpful.

Sometimes I want a blurb of text to pop up using conditional logic when a client answers an organizer question a certain way. Having a text-only slide would be perfect for that.