Folder intergration
K
Kelly Jones
Desktop intergration, that would allow either desktop folders to sync with client financial cents folders, or being able to save directly to financial cents when editing a file.
Also, make pdf's editable in financial cents then save to the clients document folders.
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J
Jerry Stephens
As I said in endorsing another great suggestion:
Just switched to FC from TaxDome. This is one of three features I miss most. My staff and I big time miss being able to assign the portal as a virtual drive on my computer for super easy file transfer & file syncing.
FWIW, (the other two are the ability to generate/send tax organizers with conditional logic and the ability to send an email to multiple clients (e.g., a reminder to all 1040 clients).
M
Maurice Birt
Jerry Stephens I'm switching from Canopy and as with most software, nothing seems perfect. FC is way better at task management than Canopy, which is why we switched.
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Jerry Stephens
Maurice BirtI'm encouraged by the fact that FC seems to churn out feature enhancements pretty regularly and they do solicit input from users.