Feature requests

This would have the ability to have a default firm that you log into when you log into Instead. Similar to Corvee. Unless 2FA is running

This feature would allow the firm to select if they wanted the default savings range to be the AI generated range or not.

The ability to create tags or stages for each client that you can sort the client list on the Instead Pro Dashboard. Tags could be things like: Clients, Prospects, not qualified, etc.

When an individual return has multiple Schedule Cs, the AI should try to match the entity name with the closest Schedule C name. If it is unsure it should prompt to ask which Schedule C to analyze for that entity.

This would help unify the functionality of the base strategies and custom strategies. It will also help create more consistent reporting for the proposal and tax plan. Potentially a toggle that could be added to the custom strategies that would allow you to toggle between the 2 types of savings.

This feature would allow the end user the option to hide the "Additional strategies" from the taxpayer/spouse client. This way only the strategies they are working on would be present.

For the Instead Pro partners we should change the wording when adding a new entity from "Subscribe". This is confusing to clients and makes them think they are having to pay for those entities.

New Custom Strategy- Qualified Production Property

Hi

This feature would give a notification either in the product or in the email when a document is updated by the someone outside the firm.