Feedback

Similar to how we can click into an internal task and see exactly who completed it and when it was completed, it would be amazing if this would be an option for client tasks as well, as sometimes it can be unclear if things are being marked internally or on the client side.

Allow users to create forms that clients can fill out directly within the Financial Cents portal. Specifically, forms should allow for the creation of tax organizers.

Track what actions your clients are taking while they are in the Financial Cents portal. In this first iteration, we'll focus on tracking whenever a client views the client tasks.

Build out more features that streamline the month end closing process.

Be able to insert placeholders into Engagement Letters/Terms so client and firm info automatically populates.