Product Roadmap

These are features and improvements we’ve recently shipped and what we’re currently working on, starting next.
Coming Soon
PDF-Friendly Summaries
Improvement

We’re working on an improvement that will allow you to print an optimized view of any summary screen or download each summary screen as a PDF file to your computer. This will give you a nicer way to share projects with your clients or archive projects internally in print or digital format. While you can technically accomplish this today, we’re going to optimize the design and make this function more accessible and user-friendly.

Coming Soon
Improved General Income Screen
Improvement

We’re planning to optimize the General Income screen by adding some additional views and consolidating income types. Right now, you might have several W-2’s and 1099’s that would be helpful to see grouped together or consolidated. We may also add new view settings to let you toggle between several views depending on your teams needs. This improvement is in the exploration stage, but it’s something we’re working on!

Coming Soon
Dashboard Updates
Improvement

We’re planning to improve the statistic tiles at the top of the dashboard screen. We are going to include a new tile for “Processed” projects, reorder the tiles so they align more closely with your teams workflow, and only show project statistics from the current calendar year which will allow you to start fresh on January 1st and have a clear understanding of your teams workload for the upcoming tax season. This improvement will be especially powerful when combined with the new Roll-Forward feature!

Coming Soon
Client-Friendly Projects with Shareable Link
Feature

Have you ever wanted an easy way to share a tax return with the client in a format they’ll actually understand and appreciate? We’re thrilled to announce that we’re building a revolutionary feature for your firm and your clients. Now you’ll be able to share a unique (and secure) link to a client-friendly summary of any project. The client-friendly project page will make it easy for anyone to understand their taxes at a glance and set your firm apart by providing a tangible deliverable that no other firm can offer. Security concerns? Simply generate a new link at any time! Best of all? This feature will be mobile-friendly so you’re clients can view their return on the go!

In the future, we plan to allow you to customize or white-label this experience for your firm.