Forms and Organizers
planned
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
planned
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Jerry Stephens
Just switched to FC from TaxDome. This is one of three features I miss most. FWIW, (the other two are being able to assign the portal as a virtual drive on my computer for super easy file transfer & file syncing and the ability to send an email to multiple clients (e.g., a reminder to all 1040 clients).
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Jennifer Rodriguez
Yes! I used Stanford Tax last year and I loved it! However it’s another software I need to purchase and use. If FC can create something within their platform, that would be great!
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Brenda
This would be so helpful for us. We have two forms we send out with Personal Tax Returns. Currently they need to download, completed the form, save and re-upload and often they will fill out out in FC thinking it has saved the information.
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Katie Carter
I am using TaxDome because of the organizer feature. I would LOVE to see this on Financial Cents.
Amanda Aparicio
Katie Carter: Would love to chat with you about the specific features you'd need in Financial Cents for an organizer! Feel free to book time below:
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Jodi Panui
This would be amazing! I need this now!!
Amanda Aparicio
Jodi Panui: We'd love to hear your feedback and input for what the first iteration of this could look like! Feel free to schedule some time to chat using the link below:
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Katie Pomeroy
LOVE THIS!! We are currently using a PDF and esignature software and it is PAINFUL. We are looking for something with some logic built in so that we can ask different questions for different scenarios
Amanda Aparicio
Katie Pomeroy, would love to chat with you about your needs! Feel free to schedule a call using the link below:
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Parthenia Walker
I would love for Financial Cents to either integrate or create something like StanfordTax tax organizers
Amanda Aparicio
Parthenia Walker, would love to talk to you more in order to learn about what you're looking for exactly!
You can use the link below to schedule a call with me if you'd like:
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:
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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
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