First-class Entities, client Groups, a firm-wide Notices board, and an in-app Calendar
A firm's world is people, the entities they own, the families they belong to, the notices they receive, and the dates that govern all of it, so this release makes each of those a first-class thing. An entity is now its own record that files its own engagements, so a business return never collides with the owner's personal one. Related taxpayers group into households and groups, so scattered lookalike records read as one connected picture. A firm-wide Notices board gathers every IRS and state notice and its deadline in one view. And an in-app Calendar gives the whole firm one place to see the dates it works from.
Entities, first-class
A business is its own record with its own engagements.
- →An entity is now a first-class record, so a business stands on its own rather than being tacked onto a person.
- →An entity files its own engagements, so a corporate return no longer collides with the owner's personal return.
Groups and households
Related taxpayers read as one connected picture.
- →Group related taxpayers into Groups and households, so a family's returns or an owner and their entities read as one picture instead of scattered records.
- →The assistant is group-aware, so a question or an action about a household is understood across all of its related taxpayers.
A firm-wide Notices board
Every notice and its deadline in one place across the whole firm.
- →A firm-wide Notices board rolls up every IRS and state notice across clients, so no notice is stranded on one person's client page.
- →Each notice carries its deadline on the board, so what is due, and when, is visible without opening each one.
An in-app firm Calendar
The dates the firm works from, in one shared place.
- →An in-app firm Calendar brings the firm's dates into one shared view, so deadlines and key dates live where everyone can see them.
- →The dates a firm plans around sit together, so a conflict or a gap is easy to spot across the whole book of work.