Feature Requests

It would be nice to be able to create a start date as well as the due date so it will show up in the task list as something upcoming to be started on, but not due until later. Right now when you pull a task list, you see due this week or but a task that should get started sooner than the due date to be done by the due date does not show up until it’s within 7 days of the due date

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

Currently, if there are unresolved comments on a task, they are flagged in the close, but on the task list, you have to click into each one to see if there is anything. I'd love a color indicator, or a number (think phone notification indicator) showing that there are unresolved comments on that particular task.

In Account Reconciliation, allow us to select the date to pull the balance. This is mostly for credit card accounts that have statements ending midway thru the month. It's difficult to tell if the statement really matches the account.

It would be amazing if we could have our tasks be integrated with Google Calendar Tasks.

As clients are submitting documents I would like to see AI suggest possible renamings of those files based on key details in the file in conjunction with what has been requested.

I know on the unconnected clients we can just create an annual task. But we have connected clients where we do not do the monthly close and just need to review at the end of the year for uncategorized and 1099. Right now the choices are monthly and quarterly and I guess the work around would be to create a Dec close and then delete the others. But it would be nice to have the choice of just an annual review.

Have the ability to extend the tax project due dates in bulk, but not change the original due date tied to the rollover tasks.

View all tasks on a calendar view