Feedback

When reviewing projects from the Workflow > Projects list view, it would be helpful to click the Client Tasks column (e.g. "0/3") and see a quick popover of which client tasks are still incomplete — without having to open the full project. Tasks would be grouped by section, so it's easy to see exactly what's outstanding at a glance.

I would love to have clients have to pay an invoice before they can review their tax returns and e-sign for approval

Please add the ability to resize columns on the main Project overview. Client names are spilling over to a second line and it'd be nice to have them all single lines, especially when there are a lot of projections for a certain view.

Allow users to add Month End Close reports to project templates so that they can more easily setup their Month End Close projects using the FC reports

Wherever you have the ability to filter by tags, include an "Exclude" option so that you can efficiently filter out the Projects whose tags you don't want to view

Automation that removes ALL tags when task or section is completed, instead of having to do that for each tag.

It would be so helpful if there was a simple way to request vendor emails from clients when in the 1099 and W-9 Preparation. It would be ideal to request the email right in the report.

Include the ability to backup, route, and browse files from a specific Google Drive

Can you eliminate the need to be case-sensitive when using the new search notifications feature?

When I was reviewing my notifications, I searched for a certain phrase to find all of them related to that. For example, I searched for “Review Payroll” to delete all notifications for that task. When I had the sample searched, I selected “Delete all” which indicated 16 notifications would be deleted. This deleted all my notifications, not just the “Review Payroll” notifications that was indicated by the software.