private annotations directly on PDFs
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Emily Taylor
Would like to be able to add check marks and notes (ex: tracking numbers) on PDF that is for internal use only
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Emily Taylor
Amanda Aparicio - any chance this can be added to the in-progress list before tax season?
Amanda Aparicio
Emily Taylor, this is a pretty big project, and we're currently focused on several other big projects right now (Google Drive integration, OneDrive integration, project based billing, etc.). That said, we won't be able to build this before tax season
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Emily Taylor
Amanda Aparicio - thank you for letting me know...hopefully it can be completed next year...a girl can dream. Happy Holidays
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Maurice Birt
Not to pit programs against each other, but right now we use Canopy and are testing Financial Cents. Canopy let's you markup documents right on the form itself. Like on a bank statement, you can add a note showing you reconciled it and when. It's really nice for review purposes and makes your compilation files more complete.