Feature requests

A customizable tax planning questionnaire that the firm can send out to get answers to questions that can't be gathered from a tax return.

Ability to fill out or get numbers to fill out W4 form for taxpayer

The creation of this option for a user would allow them to have access to all entities created under a firm workspace. This would be helpful for any workspaces that are created by employees who forget to add the Owner/Manager.

We need to add the "Distribution" tab option. Even when I input "distribution," it's being registered as "contribution." It is not able to capture the penalty calculation for early withdrawals for non-medical expenses. https://app.instead.com/workspace/76c31ba0-ed43-40fa-bf25-e462859fbd1b/2025/entity/76c31ba0-ed43-40fa-bf25-e462859fbd1b

Once we ask the chat to draft a memo or create a personalized doc or any doc, the chat should answer yes it is done or its saved or something in response, other wise the user would keep wondering whether its done or not.

The ability to sort by "workhorse/out of the box" strategies first in both the planned possible strategies. Then list all the custom strategies below those to show clear difference between them two.

Ability to easily identify new custom strategies that have been added to the template vs strategies that have been previously added in the template listing.

This feature would allow our accountable plan to be added to any plan where we are converting to an S corp from a Schedule C.

This feature request would allow us to create a short "Proposal" report that can be used in the selling process.

I am requesting an enhancement to the AI assistant’s capabilities to support user-specific persistent notes or flags. This feature would allow users to set preferences, instructions, or context that the AI can reliably read and apply across all conversations, clients, and threads within their account. Key Requirements: Users can create, update, and delete persistent notes or flags associated with their account. The AI assistant can read these notes/flags at the start of every interaction and apply the relevant context or instructions automatically. The notes/flags are user-specific and not shared across the organization unless explicitly allowed. The system must not use or transfer sensitive data from uploaded documents into these notes/flags. This feature should enhance the AI’s ability to deliver consistent, personalized responses and workflows, reducing the need for users to repeat preferences or instructions. Business Impact: This will improve efficiency, consistency, and user satisfaction by allowing the AI to remember and apply user preferences and instructions across all interactions, without compromising document security or privacy. Example Use Cases: Remembering preferred output formats for projections or reports. Applying user-specific calculation models or summary structures. Following custom instructions for recurring tasks. Please let me know if you need further clarification or examples.