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Boards
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1963
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Under Review
44
AI Rename FIRM Files
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206
Exclude Weekends
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57
Implement Quality Control Reports
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68
Duplicate Vendors
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Planned
19
Create Workpapers from the Organizer
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11
Ability to select class in timetracking or workflow to sync with QBO
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77
Email Folders
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46
Add Tags to Emails
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69
Internal Comments on Emails
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125
the Ability to charge late fees on past due invoices
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116
Client Statements
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In Progress
20
Bulk Send Organizers
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17
Internal Team Members can Sign
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26
Signing Order on E-Signatures
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75
Tax Delivery Feature
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