Feature requests

Change this wording to be something that makes it more obvious that you can add strategies from here. Something like "Add Existing Custom"

This feature will enable users to print or export the list of strategies, including their respective savings ranges.

This feature would allow the firm to classify multiple expenses at once when importing them from QBO. Currently, each strategy must be classified individually, and expenses cannot be added without first being classified.

This feature would allow the firm to remove recommend strategies from tax return analysis before creating the report. It would reduce the amount of manual edits.

Having a “generate report” option form client workspace. Currently, we only have an icon

From the "Edit Custom strategy" for the workspace if we could make this a link to jump into the firm "Edit Custom strategy"

Ability to set estimated range on a client by client basis on the tax return analysis(picture for reference).

Add a search bar to the custom strategy selection list

Client would like to have ability to select what strategies are visible to taxpayer