Firm Feature Requests

We really need a tag for rental activity. Any property management statement or 1099-MISC for rental income is tagged as self-employment, which is incorrect. Further, clients pay property tax, insurance, mortgage interest, and a myriad of other expenses for which the client may upload document that may currently only be categorized as "Other". This means that it will end up as Unclassified because TaxAssist (or Autoflow) do not know what to do with these items or put the property taxes and Forms 1098 in Itemized Deductions because that's where they would naturally go for an individual. This includes partnerships and fiduciary filings as well as many rental properties are held in partnerships or fiduciary entities.

Would it be possible to build a filter in the client portal to put a tag next to documents that are password protected so advisors can immediately see whether they need to request a password or if the documents are ready to be worked on?

We've received feedback from multiple clients who miss the scan-to-PDF feature that was available in our previous document portal, Intuit Link. That feature allowed clients to use their phone camera to scan documents directly into PDF format within the portal. Currently, clients need to use third-party apps like Adobe Scan for the same functionality, leading to an increase in .heic and .jpeg uploads, which are more difficult to review compared to PDFs. It would be incredibly helpful if Harness could explore adding a built-in scan-to-PDF feature to the client portal in the future.

Currently, when clients upload documents within Harness, there is no option to attach a note providing additional context. In other systems, clients use notes to quickly communicate status updates such as, "I've attached our documents, but another is forthcoming," or "here is my 1099. I'm still waiting on my K-1." This feature helps keep communications streamlined within the platform without needing to switch to email. Impact: Enhanced User Experience: Allowing a note to be attached with document uploads can give clients a way to immediately explain the status or context of the files they are submitting. Reduced Friction: Clients won’t need to exit Harness to send follow-up emails, making the process more seamless. Improved Communication: Advisors can quickly understand any nuances or pending elements related to the document submission, leading to more efficient follow-ups and reduced miscommunication. Outcome: Introduce an optional feature that allows users to attach a short note when they upload documents. This text field should be clearly visible during the upload process and easily accessible, ensuring that users can provide immediate context without disrupting their workflow.

Context: The current daily summary email only reports the number of engagements with new uploads, which doesn’t provide enough detail for effective tracking and management. Impact: Improved Visibility: Including a list of the specific engagements will give advisors better insight into which clients have new uploads. Timely Follow-Ups: Prioritizing notifications when a client marks their document uploads as complete or finishes their questionnaire would streamline client progress tracking and ensure faster follow-up actions. Desired Outcome: (1) Update the summary email to list the engagements related to new uploads rather than just providing a count. (2) Enhance future notifications by highlighting key client actions, such as marking document uploads as complete or finishing questionnaires, to better support tracking and management.

Order of pdf download flow in order of tax return Similar to autoflow source doc binders