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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Merged in a post:
ADD FILLABLE ORGANIZERS, QUESTIONNAIRES AND FORMS!
Y
Yani Van Kampen
ADD FILLABLE ORGANIZERS, QUESTIONNAIRES AND FORMS! PLEASE
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Lisa Ann Scopel MBA EA
Is there any ETA on the organizer? The one through my tax software has already dropped so I was going to start uploading them to FC in lieu of using yours since it isn't ready yet.
Amanda Aparicio
Hello, Lisa Ann Scopel MBA EA! After completing the research for the required components of a worthwhile tax organizer feature, we've determined that this feature won't be ready until next year -- stay tuned!
Amanda Aparicio
under review
J
Jodi McDermith
will this be ready for 2025 tax season?
Amanda Aparicio
Hello, Jodi McDermith! We are currently planning to release this next year! After finishing our research, we realized that there is a LOT to building out this feature, so we need some more time -- stay tuned!
Amanda Aparicio
planned
S
Sam
Would be good if you could map answers on the form to update their profile and to update client custom fields
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Mindi Smedley
This would be great and the ability to make templates like for payroll for thier emplyees each week
Amanda Aparicio
in progress
J
Jennifer Walsh
I agree I love this forms idea, not only for personal taxes. But to get new client information. I think this would be a awesome feature.
Amanda Aparicio
Merged in a post:
Add Yes/No boxes to client tasks
Amanda Aparicio
We need to send personal tax clients an annual questionnaire with a list of yes or no questions. It would be great if we had the option of adding Yes and No boxes to the client tasks and create our list of questions as a project template.
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