Feature Requests

There is a need for a reoccurring yearly tasks. These tasks are done only once a year, but it would be helpful to have a task for that close month come up.

I would love to have an Admin assignee placeholder, similar to Bookkeeper, Reviewer, Tax Preparer, Tax Reviewer, or Tax Manager.

Add Options for twice a week tasks.

We need a way to group or nest clients within a parent client. For example a Client who we handle the financials for several restaurant locations.

Would love to have more than 3 roles and the ability to customize the roles besides just P, M, R

I'd like to automatically reorder the accounts alphabetically for my unconnected clients (similar to the connected reordering to match the CoA). It makes it difficult to track completed reconciliations for clients with (way too many) credit cards when the account list keeps changing with each new close.

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.

Notify firm users when a team member changes. For example, if a new A/P staff is assigned to a client, a notification goes out to all team members assigned to that client.

Expand the Kanban view to include tasks as well.

Have the option to include any existing Checklist within the Task.