Feature Requests

A place for clients to upload receipts and bills / forward them to an email address.

Current process: Add a new column with an updated name and delete the old column. This deletes the data related to that line for all clients. To preserve client data, add the ability to edit existing column titles.

I have clients in Xero and would love to be able to add them here with API sync etc!

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.

I would LOVE if the different statuses could have different colors on the dashboard.

Have the ability to adjust the 1099 threshold. In particular, it would be nice to select $400 so any vendors that are getting close to the threshold / expect to get above $600 later can be flagged and tracked early

Allow automated reminders to be sent via text in addition to email.

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

https://www.loom.com/share/177dbe1554b1447daee9a1bfd665a162 In reviewing the P&L/BS, it would help if the headers and primary columns stayed visible. See Loom for details