Feature Requests

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.

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.

Would be wonderful to have similar functionality under Tax Internal Status that we have for the Custom Close Statuses: + Add reasons + Add color options

Depending on how client's answer questions, we might need to do extra tasks on their return. I'd love to be able to apply a task template (or maybe even follow up organizers) based on responses in a previous organizer.

I want to be able to Hyperlink, embed videos, use icons, Underline, Bold, Do header text, and all that jazz on the sections headers. This will help us walk clients through the entire experience.