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Changelog

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1336

Roadmap

Under Review

Financial Cents E-Signature
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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

Add document tags to client Uploads
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Add the 1099 and W-9 Prep report to Projects
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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

Categories for Project Templates
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Ability to bulk edit tasks
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Newly Created Vendors Report
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Newly Added Accounts Report
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Print from Tax Software to Financial Cents
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One Drive Integration
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