Feedback

Be able to assign tasks that are not client specific to team members.  We can do this in other products, but if we want to streamline, it should be done here.  So let's assume I have a task to come up with my monthly newsletter article, it is not client specific, and I can see it on my task list inside FS

This will allow you to push the changes or improvements made to a template to all the projects that were previously created by that template. This will make it easy to update and improve your workflow checklists over time as your process changes.

Lacerte, Drake, Proseries, Proconnect, Ultratax

Ability to send the client an email request that will ask them to fill out their client info profile. Upload docs, fill out contact info, notes, custom fields, etc.

Infinity Scroll on Workflow Dashboard (no more pages)

Improved user experience and design. Ability to collaborate on emails with team members, ability to pin emails to a client profile manually, import Outlook and Gmail contacts, import email folders

Ability to bulk edit tasks

Merge Duplicate Clients

Include the ability to backup, route, and browse files from a specific Google Drive

Sync clients and billing