Feature Requests

When all tasks are completed within a close, add an option to automatically mark that close's status as done.

Ideally, we could create a task and assign it to as many clients as we want at once. I.e. We want to assign a Non-Close Task to 25 of my clients to have a certain person go through and do a Employee Retention Credit qualification review. Or we want to do sales tax audits on 15 of our clients. It would save us a lot of time to create a task across multiple clients rather than having to create (or copy it to) each one separately.

Please the other types of 1099 filings as a choice in the dropdown menu with the 1099- MISC and 1099-NEC

For task completion and other changes.

A Kanban view of all closes.

Curious if there is a way to repeat non-closing tasks to be set as "business days." Asking because payroll tasks are under non closing and some schedules move from time to time depending on whether the pay date falls on a weekend/holiday.

I would love to be able to mark a task as "skipped". Sometimes I may have a task that does need to get done for a certain month, and if I need to look back at my records, I would prefer to see it as "skipped" instead of "completed".

I would love to be able to manually determine what is a "Due Soon" task in the Non-Closing task list. Right now, it only flags the tasks under 7 days away, which makes some of those big tasks "Out of Site, Out of Mind". I don't know if it'd be possible to either: A) have it be a field we can change in the client or practice settings to determine what "soon" is for our firm, OR B) Have a Start Date field on the task that we can populate (which perhaps could default to Due Date - 7) that would determine when it shows up as "Due Soon". AKA, if "Today >= Start Date of Task = Due Soon".

More granular permissions controls for users

Archive old clients so data remains available but doesn't show up in list of active clients