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Your name
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Category
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Advisory
Compliance / Tax portal
Other
1. Describe your idea
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2. What problem are you trying to solve?
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3. What's the benefit to solving this?
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4. How are you currently solving it?
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5. How much time does this affect?
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6. Where have you seen this done well?
(optional)
7. Rate the impact of solving this
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1
Nice to have
Interesting but limited reach. Affects few people or infrequently. Wouldn't meaningfully change how advisory work gets done.
2
Moderate value
Solves a real but minor friction point. Some time savings or quality improvement, but the workaround is manageable.
3
Meaningful impact
Noticeably improves efficiency or quality for a meaningful portion of the team or client base. Would be felt if it existed, missed if taken away.
4
High value
Significant time savings, revenue impact, or client experience improvement. Affects core advisory workflows or multiple roles. Hard to scale without solving this.
5
Critical / game changer
Removes a major bottleneck or unlocks something not possible today. Directly tied to margin expansion, advisory revenue growth, or serving more clients without adding headcount.
8. Anything else?
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When do you expect work on this idea to begin?
Roadmap bucket
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decisions
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Year
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