Feedback

With the new organizer feature, add the ability to generate a workpaper from the collected answers + documents.

I am testing the Client Organizers, I see how the client can attach their tax docs to the organizer. It would be great if when we click on the docs after submission it does not download but just opens in a preview mode. I am also trying to figure out how I can move those files to the client document files.

A form that new clients can complete, and their answers create & populate client record fields directly in Financial Cents. Fields would be: client name, email, phone, title, custom fields, etc. This would save a lot of manual entry.

With the new organizer feature, allow bulk sending of the organizer in two different ways: Via a setting on the project template whenever creating a new project with an organizer (i.e. as soon as I create the project with an organizer in it, send out the organizer) Via the Organizers dashboard -- let me bulk select "Not Sent" organizers and click to send

Create the ability to deliver tax returns to client within Financial Cents. The main features of the delivery process: Auto-detect which pages of the return need a signature Allow users to apply the signature fields with KBA enabled Ability to copy the signed document to Client Files

In the organizer feature, allow firm users to edit and/or create answers on behalf of the client. Reasons: Sometimes, clients will need to fill the form out WITH the firm user, or the client answered incorrectly, and the firm user knows what the correct answer should be.

iPhone / Android app for secure text messaging and scan to pdf and upload.

In FC's e-signature offering, allow users to set a signing order. This should function where I can do something like: Person A and B need to sign first (but doesn't matter WHICH of them is first), and then Person C can sign. It should be flexible to allow for that capability.

If a task is due on a certain date (i.e. the 25th) of every month, it would be great to be able to move the due date up to the Friday before if the due date falls on a weekend.

Add a direct integration between Financial Cents and Gusto so payroll information flows in without manual entry. Firms running payroll in Gusto want it connected to their FC workflow. Related payroll-integration requests already exist for Patriot Payroll and Accountants World Payroll Relief; this is the Gusto-specific ask.