Feedback

Often using client tasks as secure upload for people such as financial advisers, real estate agents, prior tax agents etc., but this requires us adding them as a contact to the client file, which doesn't feel like the best option, especially when FC tries to automatically select them as recipient on emails and other tasks. Maybe even just the option to specify them as an external third party that is connected to the file?

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.

It would be awesome if the proposal acceptance clicked off the task in the project as completed when it is accepted and paid. Same with Invoicing. Having that connection would be very helpful!

This would be easy enough but it would be nice if you could link a dependancy for a team task to a client task.  A lot of the time the team tasks cannot start until the client hasn't completed their task(s)

It would be helpful if you could send one email to push out multiple Client task sections instead of having to do individual notification emails.

The ability to view all comments in a continuous view, rather than clicking into each client task - this would be VERY helpful in 'tax organizer' use, where there may be many questions, and need to document responses in the tax file

It would be wonderful to be able to search a specific client's comments (current and closed) for a keyword or amount.

Looking for a way to determine which documents and files have been downloaded by the receiver, such as identifying which specific files have been downloaded

EX: If we have a task or a project scheduled to be completed by the 29, 30 or 31st of the month, it messes up in February and any other month that doesn't have 31 days, and makes the due date the first week of March, (or the next month) which is not good. Would be appreciated if we could have a Task AND a Project option to have it recur as being due the "last day of the month."

for example listing individual documents as individual tasks