Feedback

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.

On your billing platform, it would be nice to be able to set up late fees as a percentage or flat fee to be charged when the invoice becomes X amount of days late.

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.

Show the client information about the following: How much they have in outstanding invoices How much they have in credits with the firm How much they have in retainers with the firm Payments that have been made by them with the firm Additionally, give users a button to generate a PDF version of this statement for clients that don't utilize the online Portal.

Only clients are able to delete payment methods in the client portal themselves. However, it would be nice to have the ability to do so ourselves, especially when cards expire, close, etc.