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Billing (240)
Client Portal (54)
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Integrations (52)
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ReCats and Month End Close (48)
Time Tracking (67)
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Client Tasks (52)
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API (3)
AI (2)
Print from Tax Software to Financial Cents
Ability to print from your preferred tax software (e.g. Drake, ProSeries, etc.). via our OneDrive and Google Drive integration
9
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Integrations
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in progress
585
One Drive Integration
One Drive Integration
20
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Integrations
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in progress
311
Google Drive Integration
Include the ability to backup, route, and browse files from a specific Google Drive
19
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Integrations
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in progress
339
API for pushing client tasks out
Hi. I would like to discuss opening up the API to be able to push out client tasks automatically and schedule them or send out right away. I currently have a business automation team that set up a whole workflow for me but sending the tasks out is not included in the API.
1
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Integrations
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in progress
7
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