Feedback

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

It would be nice to have an expense tracking area under billing that you could go in and add expenses that are typically billed to the client or are reimbursements from the client that could be automatically pulled into a one-off or recurring invoice. I know there is the ability to do this with time but it would be nice to have the ability to track non-time related client billable expenses (not in the project or individual client area).

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.

Have the ability to invoice the client once the project is completed and track time against the project to know if we went over our allocated fixed fee. For example, I charge $5,000 fix fee, but sometimes I go way over my hours, so I would like to make sure I charge for the hours I went over.

With the SharePoint Integration, you'll be able to link a folder in SharePoint to a client within Financial Cents. Linking will enable a two-way sync so that whatever changes you make in one platform will be reflected in the other, making it easier to maintain and access documents across your preferred DMS and Financial Cents.

It would be great to have the ability to create a project from a client upload or move the client upload from client file to project file and then create a project from that upload.