Feedback

Create the ability to deliver tax returns to client within Financial Cents. The main features of the delivery process: Auto-detect which pages of the return need a signature Allow users to apply the signature fields with KBA enabled Ability to copy the signed document to Client Files

Allow for what date the workflow was passed to the next person, so that the work can be completed as FIFO. I.E. in a month-end review bookkeeping workflow, I'd like to know the date the bookkeeper finished their tasks to push the workflow to the reviewer, so that the reviewer can complete the rest of the workflow based on which client got to them first.

On the Projects Workflow Page you can filter and select the Project and BULK Edit things like adding an Assignee. It would be extremely useful if this same feature was available on the Tasks Workflow Page. For example we have a new team member that needs to be added across multiple project's tasks. It be nice to be able to filter the tasks by client and select the ones to add the new assignee for a single page. Click and done. Currently you need to go into each project to change the tasks and add the new assignee :( so much time!

Allow us to drag same day tasks to order them in the order we want to complete them like Asana does.

If a task is due on a certain date (i.e. the 25th) of every month, it would be great to be able to move the due date up to the Friday before if the due date falls on a weekend.

If a task is dependent on another task, there should be some indicator on the task without having to go into the task so everyone knows it is dependent on another task

It would be visually helpful if we could group our Tasks by client. Right now we can sort by client but if there are a lot of tasks for the day it can look overwhelming and not immediately clear how many tasks per client are needed. Grouping functionality (where we can open and collapse tasks by client similar to Asana) would be amazing!

I want to make a suggestion about creating views. #1 There needs to be a way to create companywide views that are standard for all team members. #2Personal views can also be created but there is no consistency if everyone is doing their own thing. #3 There should be a way to pin or favorite the views we use over and over every day.

We really need a follow up check box on tasks, comments, client chat, etc. It would also be great if it can be viewed by multiple people in firm and maybe assign a follow up to them. Then those follow ups should be sorted on the tasks page.

Please allow calendar view to be able to default to weekly