Forms and Organizers
under review
Amanda Aparicio
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.
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Amanda Aparicio
💬Feedback Needed!
We are currently considering this feature and need your input! If you are interested in this feature and would like to answer some of our questions, please schedule a call using the link below:
S
Shirley
Amanda Aparicio Hi Amanda, I have a call scheduled with you Monday to discuss the month end closing feature up for review, could we tackle this one at the same time or should I schedule a 2nd chat? I used similar features in 2 other softwares so I could potentially offer some insight.
Amanda Aparicio
Shirley, yes we can make time for both! If we find that we need additional time, we can always schedule a follow-up :) I'll add to my notes to remember to ask you about organizers as well!
Amanda Aparicio
under review