Feedback

Instead of integrating with other e-signature platforms, create an e-signature feature directly within Financial Cents.

Client says it took 10 minutes just to get a code to get into the portal

Allow resources like Google Drive folders and booking links to be applied to all current and recurring projects, and selectable during project creation. This would prevent missing resources and create a more consistent setup across client dashboards.

Please allow clients to create their own folder on client portal under Clients Upload so much easier for them to save date for CPA Firm

Have the ability to see what your client sees when accessing the Financial Cents portal

When the Tx comes from QBO a bank or card CREDIT appears as an EXPENSE the TYPE should be CREDIT CARD CREDIT or BANK CREDIT (same as QBO) Financial Cents shows CREDITS as EXPENSES, leading to further research and explanation needed before asking the client question. TY

It would be nice to be able to set an out of office notification through FC.

We have clients who email and then lose track of the emails. Clients have requested a way to track their request to us. It would be nice for them to be able to create a task. They don't need to assign it to anyone but if we got an email like we do when they respond to their tasks then we could assign to the correct person

Clients expressed that it is too complicated to get in portal via mobile/on the go. It would be nice if they could sign in with a password instead of going back to their email and then back to the login.

Please make client tasks more detailed similar to the practice tasks. Or, a way to add images and links. Basically, they aren't dynamic enough.