Feedback

Allow clients to fill out a form that would then easily allow users to update their Client Details (e.g. contact information, address, etc.). Let users confirm to either edit & update or just update their information.

I would love to have different Folders within your email tab that I can put emails into instead of seeing all of my emails at once. Thank you!

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

Feedback: Please add a recurring option for semi-monthly payroll (e.g., payroll run dates from the 1st to the 15th and from the 16th to the end of the month). Currently, the available options—every 15 days, weekly, or monthly—do not accommodate this common payroll frequency. Thank you.

Show client tasks with a due date on my task workflow list

So you have the ability to "Exclude All" and "Include All" tags in the project view, which is great. The next step is to be able to exclude and include tags simultaneously. For example, I want to see all our "1065" tags but exclude those "Waiting On Client" tags.

On the Workflow page today, you can filter by either Open or Closed projects. It'd be nice to be able to filter by both so that I can track the status of all types of work (be they in flight or completed).

To make document management easier, it'd be helpful to give the option to bulk select and then copy files in the Project Files tab over to the Client Files tab so that I can pick and grab what I need when I need it.

Create a report in FC as part of the Month End Close feature to see which vendors are missing a W9. Then, let users easily send a W9 request to those vendors

Ability to print from your preferred tax software (e.g. Drake, ProSeries, etc.). via our OneDrive and Google Drive integration