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
S
Sam
Would be good if you could map answers on the form to update their profile and to update client custom fields
M
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.
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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Maurice Birt
Jennifer Rodriguez you are so right! The tech stack problem is real. There are so many interesting programs out there, but so many of them seem to overlap and how to implement them is an issue. For example, there's an interesting engagement program by Ignition, but it wants to collect payments which overlaps with FC. Stanford Tax seems great, but we use CCH and CCH creates PDF workpapers that I can markup and reads the info into the tax program. It doesn't have automatic reminders though like Stanford Tax seems to have. Anyway, great point and good luck!
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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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