The following PDF is an update on your suggestions. This document will be updated periodically with new suggestions and responses. As we move out of tax season into planning season, it will also be updated with an indicator of the suggestions that will be able to implement for the next filing season.
We tweaked the format a little to allow us to sort by Federal and State.
An example of the status column can be found by Tracking ID 269372 (Ctrl+F allows you search in the document)
What’s Trending:
- Allow more filter options for Client Search
- MFJ/MFS Comparison
- 3 Year Summary
Don’t see your suggestion…don’t worry…suggestions will be added to the list as we pull them.
Don’t see a response next to your suggestion…we are reviewing each suggestion and will provide a response.
Click here to view PDF
The link will launch a Brainshark video with instructions on how to view the file.