Ideas for future ProSeries Versions
Here are a few ideas that would make certain parts of PS much easier/more convenient to use for both myself and the clients:
* Make it possible to transfer client data to a spreadsheet. It would be nice to be able to make a list of our clients so we can track different things and not have to type everything out separately.
* Make the organizer PDFs fillable. Right now, the only way to email those out for clients is to either go through them individually with the professional Adobe version and do each organizer making the document fillable or the client has to do it themselves or print out the emailed version and write it all out. It would be great if we could have it already to go that way.
* When we go to transfer the billing to QB, if we have anything in the miscellaneous fees & adjustments section, it doesn't transfer over and we have to input that separately as well.
