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Changelog

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1504

Roadmap

Under Review

Client Folder and File Storage Viewing Format
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Implement Quality Control Reports
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ACH payments take a week to process
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Duplicate Vendors
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Forms and Organizers
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SharePoint Integration
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Planned

Check that clients uploaded the correct thing automatically
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Exclude Weekends
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the Ability to charge late fees on past due invoices
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Client Statements
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In Progress

Create a Profit & Loss Report in MEC
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Ability to rename uploaded client task attachments
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Financial Cents E-Signature
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Automatically rename client uploaded files
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Print from Tax Software to Financial Cents
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One Drive Integration
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