Feedback

Ability to send the client an email request that will ask them to fill out their client info profile. Upload docs, fill out contact info, notes, custom fields, etc.

A report that shows all client tasks (rather than groups of tasks) within one report (rather than having to go to each individual client task section. ie, split out the tasks within the red circled box (in the attached)on a separate row?

We often send tasks to multiple contacts since we can’t always determine who can provide the information requested (taxpayer/spouse or employee/employer). Currently, when client tasks are sent, each recipient receives an email with no indication that the task was also sent to other individuals. This can lead to double the work since all recipients can be completing the same task. Similar to email, contacts should see all recipients of client tasks, either as recipient or Carbon Copy (CC).

If a client provides items on individual tasks, in would be nice to be able to select the tasks and download all files that have been attached to multiple tasks.

Currently, if you create a client task in a recurring project, the default is for it to recur. Our preference is to NOT recur. Which means we have to deselect each time. It would be great to either have the default to be not recurring, or have a global settings option for our company to determine the various defaults for the way we run things.

Would love to have an option to view a log (or ask support for a log) of all client task notifications that have been sent to a client. Similar to how I would be able to see these in my Sent mail if I were manually sending them - it may be helpful to see how many times and when a client was sent a notification about their tasks if we need to troubleshoot or explain to a client that these emails have been going out.

We need to send personal tax clients an annual questionnaire with a list of yes or no questions.  It would be great if we had the option of adding Yes and No boxes to the client tasks and create our list of questions as a project template.

for example listing individual documents as individual tasks

We have our tax return projects set as a default (or team members on the prior recuring project), but when engagement letter & tax questionnaire (through Cognito Form links in custom upload destination) the project will most likely be assigned to the tax preparer that has time to work on. When we click on the assignee in the project and replace the tax preparer, it will keep that team member as the representative in the Client Task. **I am constantly getting notifications for client tasks that I'm not a part of, which means the team member it is intended for is not getting those notifications. Making it that I have to then go in and let the assigned team member to review the client task

Certain clients only respond via text. An option to send client notifications via text or email would be great!