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.

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.

Merge Duplicate Clients

Lacerte, Drake, Proseries, Proconnect, Ultratax

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

Allow users to create forms that clients can fill out directly within the Financial Cents portal. Specifically, forms should allow for the creation of tax organizers.

We used to be able to get the Client Tasks ready and then click "Send Now", and have Auto-Reminders send automatically or turn off Auto-Reminders. Now we have to set a start date for Auto-Reminders, which can really screw up when Client Tasks are sent on recurring projects. If the next project is not ready to send Client Tasks, but there is a date set it will send the wrong Client Tasks. Please revert back to Auto-Reminders to send when the "Send Now" button is pushed. In the event that Auto-Reminders are not wanted, we have the option to turn them off.

The time clock won't start until a client and project are selected. This drives me nuts, because I frequently finish one task and then take a few minutes scanning my to-do list and emails assessing what project to transition to. In order to accurately report my time, I have to tediously create tiny 2-5 minute admin time entries for these transitions. More importantly, companies with hourly employees need to cautiously avoid requiring tasks to be done that don't get included in a timesheet. A few minutes here and there may fall under de minimus allowances, but if hourly employees are doing lots of short tasks throughout the day, then I worry that the aggregate unpaid time spent filling out Financial Cents's time card could add up to a wage-theft lawsuit.