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Boards
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1961
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Under Review
44
AI Rename FIRM Files
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204
Exclude Weekends
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57
Implement Quality Control Reports
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68
Duplicate Vendors
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Planned
14
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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75
Email Folders
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44
Add Tags to Emails
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66
Internal Comments on Emails
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124
the Ability to charge late fees on past due invoices
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116
Client Statements
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In Progress
16
Bulk Send Organizers
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16
Internal Team Members can Sign
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22
Signing Order on E-Signatures
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72
Tax Delivery Feature
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