Feedback

Ability to bulk edit tasks

Allow users to create categories to then sort project templates into. That way, the Project Templates page is cleaner, and it's easier to find the needed template.

One Drive Integration

Ability to print from your preferred tax software (e.g. Drake, ProSeries, etc.). via our OneDrive and Google Drive integration

Create a report that shows all vendors that were created during the currently selected accounting period, so that my firm can verify that the newly created vendor is actually needed and to initiate the "requesting W-9" process as early as possible

Create a report that shows new accounts added to the Chart of Accounts during the current accounting period, so that my firm can verify that the account follows our guidelines (and doesn't already exist)