Feedback

If we have a reoccurring Monthly Bookkeeping project for a client and we also have a Year End project, can we set up the year end to launch via an automation BUT only when the client reaches the month of their year end? So if they have a YE in November, can they launch the YE project once that monthly project is closed for November alone BUT NOT have it launch every month with the monthly bookkeeping project's recurrences?

Ability to turn off the following automation:Automatically close projects when all tasks are completed, Mark all tasks in the project completed when the project is closed, Mark the task complete when all of its subtasks are completed, Mark the task's subtasks completed when the task is marked completed, Adding waiting on client info tag to projects when a client request is sent. You can adjust this automation by going to Settings > Company

I would like to request a feature that allows us to establish monthly recurring projects, with the capability to schedule specific client tasks to recur on a quarterly basis.

Example: When starting a 1040 project is reliant on knowing when the 1120 project is complete, it would be great to get a notification that tells you. It is not always the same accountant working on both.

Kickoff automation activities like sending an onboarding email, task list, etc based on receiving and paid and signed proposal and engagement.

Currently automation are extremely limited inside of of projects. I can trigger tags, emails or a new project (which is currently broken) and that's it.I would love to see an option to assign a task or update a due date of a task by completing another task in a sort of dependency type system (i.e. When X task is complete, make task Y due in 1 day and assign to NAME)I would also love to see forms that can trigger automation so depending on what is checked on the form it would kick off certain projects for that client. (and create the client if needed)  I know something similar can probably be achieved via zapier but it would be nice to have more control of automation inside of the platform directly so we aren't relying on third party tools.

It would be nice if I could trigger a client chat when creating project templates.

Ability to assign engagement letters to project templates so when a project is created, the engagement letter is sent to the client

Would be handy if we could assign automations to subtask.

When a workflow is setup to reoccur (not custom), the workflow is created when the prior occurrence happens or if it is overdue - currently, the automations do not allow for before work is completed, can it be setup to allow automations for before?  in this instance, when the workflow is created, but the start date is not here yet, allow an automation to have the tag show "Planned" or "Not Ready"?