Feature Requests

View all tasks on a calendar view

We have several SOP we've developed, from how to run payroll for a particular payroll provider to how we use bank feeds in QBO. All our SOPs are accessible via a URL. It would be great to add a URL Link to tasks, so our team can just click a link from a Task in the Close screen to see the SOP the should follow. This would also make it much easier when onboarding new staff members, as the SOP on how to complete a specific task would be accessible right from the task itself.

Allow Close Tasks like the Transaction Review to be set up to repeat weekly or quarterly.

Looks nicer to have the entire row highlighted in green when the close status is changed to "Done," even if not all of the tasks are technically marked done.

Option to rearrange columns as desired in the Client View. Example: We would like to have, preparer & reviewer, custom properties, and status to the Left of the Client Name and all the close columns to the Right. Possibly the option to decide if the close date is on the right or the left?

It would be great to be able to filter out accounts in the account rec section that have zero $ balances for the period.

It would be helpful to be able to drag a task from let's say custom to pre-closing instead of having to re-type the task again.

Opting users in to daily task digest emails at the practice level.

On the client page, columns like Close Preparer, Close Reviewer, and Close Manager are hard to see because the column width is too short. How can we adjust the columns? The same way we do it on the Task page?