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

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.

The new Client Organizer should support repeatable pages where a client can click "Add Another" to complete the same group of questions multiple times, without the firm having to create additional pages using conditional logic. Similar to how the child dependent section functions.

Apologies for the long read... This aligns specifically with where FC is headed with the tax flow processes. While there is a need for proposals, not all engagements require a proposal. Use case, many of my tax clients are also monthly clients and are given a proposal for flat fee services which include the tax preparation and they are paying for it in their monthly fee. At the beginning of tax season these clients receive a tax engagement letter outlining annually specific terms (when to have documents turned in, cut-off date, etc) that requires signature(s). As it is right now in order to use the future flow I would need to send a new proposal which just doesn't fit and leave the pricing blank as we don't know what the final pricing would be or they are paying it with the previously sent proposal and associated invoices as built into their pricing, and the delivery will have the invoice included for those paying at time of presentation. I believe this would be very confusing to clients. It'd be helpful to have a copy of the Proposal flow called Engagement Letter (and referenced in the email as an EL rather than a proposal) or a toggle that would then toggle the verbiage to EL instead of proposal and not include the services piece? The EL could be in the Intro section with "Intro" removed, toggle on or off the services section for those that prefer to be paid at that time or require a deposit rather than during tax delivery flow. OR a copy of the proposal flow with only the engagement letter upload piece and signature when toggled to EL? Another option would be to have the ability to add the letter via typing it out or an uploaded pdf (similar to the TOS on proposals) and a signature to the Organizer. <--this would actually be my preference, then they could complete the intake in 1 step. Currently, I have a work around, in this work around a task automation ability to automate the kickoff of the organizer (similar to create a project option currently available) when the task is completed would work also. I feel this is an important gap to consider after hearing the vision for the tax flow vision of the future (intake, prep, delivery) process where the proposal / engagement will have the ability to kick off the organizer, etc. Hoping that one of these options could be considered for those of us that the Proposal Feature doesn't work well for on tax intake / engagement letters.

Let me set a due date for a client task section so that I can efficiently set the due date for multiple client tasks at once. Setting it would autofill that due date on every task in the section. Users can still change the due date on any individual task afterward.

Currently there are no details that list what changed in a project when deciding whether or not to push these changes to a future project. There needs to be details listed of what changed and the ability to select which changes you want to push to future occurrences before selecting "update" or dismiss.

Ability to bulk set task due date constraints across templates and clients, so monthly-close task dates can be managed at scale rather than one template or one client at a time.

When the tasks in a month-end close project are completed, automatically email the finished financial statements to the right client recipients, without a manual send step. Firms want month-end financials delivered to the correct contacts the moment the work is marked done, with control over which recipients receive which statements.

It would be helpful to have an automation that adds additional client or team task sections WITHIN the same project template. New client onboarding for example. I would like to have a set of predetermined items that would need to be reviewed for each new client. So, if the trigger was 'will client need QBO setup for the first time' when that box is checked, FC would automatically add a team/client group of tasks that were already made specifically for that situation. But, if a client needs 'migrate from QBD' those tasks will look completely different so I would like to have those sections and tasks automatically populate if the box is checked as opposed to the new QBO setup group of tasks. I made a clunky workaround for my end of year close template. Not all clients have payroll forms to file, 1099s to issue, etc. I made templates for each of those workflows and then used the 'automatically create a project' automation based on if the specific box was checked or not. However, that generated multiple different projects for each client-- as opposed to all the end of year tasks staying together.

There should be an option to Cancel Projects and have them still show up in reports vs just marking them as Complete. Its important to track when items are marked completed and cancelled and why.