Feedback

allow users to copy a folder structure from one client and paste to another client or be able to leverage a template folder structures

It would be so helpful to have the ability to pull attachments from clients email directly into their files without having to connect them to a project. Right now I have to open the email, download the file to my computer and then upload it to the clients files which is very time consuming!

User would like to use the duplicate folder structure to create subfolders for to all clients folders.

some tax clients have businesses that are separate accounts in FC and client have a tendency to put all the files in their personal account. I would like to move the files to their business account. I know I could have a personal account that also holds their businesses but keeping these in separate accounts is more streamlined. also some personal clients who have children that have tax returns put all the info in one account.

I would like to be able to rename a file before moving it to a folder in the client files. Currently I have to move it and then find it in the client files and then rename it.

We need the ability to mark uploaded tax documents from clients as input into our tax software. Some of my clients have large amounts of tax documents and if my team puts a client down it would be nice to know what they've imported and what they have not when they pick it back up. A simple checkbox on the project screen where the client documents appear would suffice. We do not use a separate DMS software for tax prep. Financial Cents -> Tax Software

When using the search bar in the "Files" tab on a client, the search only looks for files and folders at THAT level. Instead, consider allowing for the search to look through ALL files and folders for the client.

The ability to rename a file as you have it open.

Ability to sync FC folders to our desktop (PC and Mac) so we can easily open documents.

The whole financial Cent Server just went down - what is the backup for us to be able to access client files / documents ? There needs to be the ability to do them as a group which must be added as a feature request