Features we wish we had!!

[MAJ]

So... I've been looking at software for some time and there's always something that's missing. Have you ever felt like that??

Here are some features that I find helpful.
Being able to email or text a client from the software when additional info is needed.
Estimated fields -- 1040 works does not support!!
Reminders or Tasks. Being able to generate tasks to follow up on for clients.
ProActive Support tools.

Beomg able to set client goals (short / long term) is only acheivable if you can remember everything about every client. Yea, I know, me either!! That's where reminders would come in.

Intuative notes. A drop down list that you can add to a clients final letter to inform them about Flex Spending features. EIC precautions, other ways for them to cut their tax bill with proactive notification. These reminders will then kick in later in the year at predetermined times to send emails or TXT's to clients to push them in the direction they need to go.

So - That said, what are some features that you, as a preparer or advisor would like to see in your software today that's just not there?? This could prove interesting!!

Hope to hear from most ofy ou during our 'slower' season.

Thanks.

[Kram BergGold]

Pro Series

Proseries does most, if not all of the things, you are looking for.

[veritas]

So does

Lacerte.........

[PIGLEE]

So does Drake.......