Feedback

With the new organizer feature, allow bulk sending of the organizer in two different ways: Via a setting on the project template whenever creating a new project with an organizer (i.e. as soon as I create the project with an organizer in it, send out the organizer) Via the Organizers dashboard -- let me bulk select "Not Sent" organizers and click to send

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

In FC's e-signature offering, allow users to set a signing order. This should function where I can do something like: Person A and B need to sign first (but doesn't matter WHICH of them is first), and then Person C can sign. It should be flexible to allow for that capability.

For FC's E-signature feature, allow internal team members to also be signers