Feedback

With the new organizer feature, add the ability to generate a workpaper from the collected answers + documents.

I am testing the Client Organizers, I see how the client can attach their tax docs to the organizer. It would be great if when we click on the docs after submission it does not download but just opens in a preview mode. I am also trying to figure out how I can move those files to the client document files.

With the new organizer feature, allow bulk sending of the organizer in two different ways: Via a setting on the project template whenever creating a new project with an organizer (i.e. as soon as I create the project with an organizer in it, send out the organizer) Via the Organizers dashboard -- let me bulk select "Not Sent" organizers and click to send

In the organizer feature, allow firm users to edit and/or create answers on behalf of the client. Reasons: Sometimes, clients will need to fill the form out WITH the firm user, or the client answered incorrectly, and the firm user knows what the correct answer should be.

I absolutely need to be able to send multiple organizers to a client on the same project. Why is this a limitation? Please PLEASE confirm that before tax season we will be able to send multiple organizers within the same tax project.

client interest forms that a potential client can fill out and book a discovery call and then that ability to customize with different zaps for intake forms

Couple of things with Organizers Templates that are shorter or don't ask for known data ie for continuing clients so we don't force them to enter their kids SSN every year... Allow MCP connectors to see the data Allow export of the completed Organizer Allow data to flow from completed organizer to FC when it is more complete in the organizer. (require user approval)