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Instead (26)
Instead Pro (70)
Integrations (18)
Tax strategy (37)
Ability to ask the chat to enhance/review expenses in the integration automatically
1
·
complete
1
Ability to delete when importing expenses
1
·
complete
1
Reports (Tax Return Analysis, Tax Plans, Tax Strategies)
2
·
complete
7
Disregarded entity type
3
·
complete
10
Invitations Enhancements
2
·
complete
2
Ability to resend invitations
A button to resend invitations to entities without deleting and resending.
3
·
complete
5
Estimated savings
Multi-entity savings Entity savings
3
·
complete
8
Adding Billing to "Contributor" Level
You can manually add "Billing" as an option, but I think this should be auto-enabled for the "Contributor" Level.
1
·
complete
2
Should not have "Invite your tax advisor" as action item
If the Tax advisor has already added into the account. It should NOT show that as an action item.
1
·
complete
3
Permissions enhancements
3
·
complete
1
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