I have a lot of clients with self managed investments, and we are constantly running into issues where we have to track all their investments (because they don’t, or don’t know how). And client who have off-year-end medical periods… and clients who give us things throughout the year that apply to next year, etc…
I’m wondering if it would be possible to have a feature in DoxCycle where we could mark items (like trading summaries - and medical receipts dated outside of the claim period, and other things) for roll forward into next year’s DoxCycle file… and then have the doxcycle file roll forward when we roll forward the TaxCycle file.