Organizers
in progress
Amanda Aparicio
Allow users to create forms that clients can fill out directly within the Financial Cents portal.
Specifically, forms should support the creation of tax organizers.
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A
Active Edge
This will be a competitive feature. We would love to beta-test this feature.
B
Barb Dornseif
If roll-out is delayed past Sept 30, in parrallel facilitate an option to allow direct automation to import of Organizer and checklist from Organizer focused applications in use - Stanford, Truss, etc when the task is completed. Even slicker, an "export" of the prior year tax return that is in FinCents to kick off the Organizer/client Check list to the chosen Organizer software so it can auto-send to the client. Both are still FC driven task management items, but no need to reinvent the AI wheel (and its cost to develop and refine).
C
Christy Krzyzaniak
do we have a roll out date for this?
N
Nicholas Zillmann
Yes - this would be very helpful. We need this for this upcoming tax year because we used TaxDome for our business Organizer and Stanford Tax is tailored enough to our business clients.
Any work on when it will be completed?
Amanda Aparicio
Nicholas Zillmann, we don't currently have an ETA, but we are actively building this out now! Our plan is to have a form feature ready by tax season that includes conditional logic -- stay tuned!
H
Hendrik Roos
Amanda Aparicio I am very interested in beta testing this feature.
C
Cryshonda Gilkes
Amanda Aparicio, I would love to beta test this feature.
R
Robert Perrin
What is the status of this? ETA of completion
Amanda Aparicio
Robert Perrin, we don't currently have an ETA, but we are actively building this out now! Our plan is to have a form feature ready by tax season that includes conditional logic -- stay tuned!
Amanda Aparicio
updated the status to
in progress
L
Linda Robinson
Yes please!
H
Heather Rodriguez
Hope you are circling back to organizers soon, would be great to have it in time for next tax season
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