These are on my wish list
- Presaons letter converts into Microsoft Forms
- We send the preseason letter checklist to the clients directly from Taxcycle and their answers to prepopulate in their tax returns.
I would like a unicorn in my backyard. I’m just joking and I realize the trend these days is to link different programs/apps. From my limited research, linking apps with a tax program is a great idea but the linking technology hasn’t come far enough to be really accessible.
The problems I see are 1) since everyone can edit the preseason template to their liking, it would be very difficult to have the program create a MS Forms document that works for the majority of users, 2) TaxCycle likely won’t link to other programs (other than Xero) until cloud use expands, and 3) MS has a history of changing their forms program so investing $$$ in this link could be a complete waste of resources from a change by MS. Finally, other than perhaps a change of address or info regarding a new dependent, what info would an existing client provide to you that you couldn’t get from downloading slips/info from CRA during tax season?
If you really want to pursue that, you would need a program that can read the info from MS Forms and then insert the info in the appropriate place in a TaxCycle file. That sounds like custom programming (expensive) with marginal benefits.
My wish would be to make the Client Manager more customizable.
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