Feature Requests

When I open the client communication screen, I can't see what client I'm working on. Sometimes I'm doing a few things at once, and it would be great to know what client I am looking at when I get back to that screen.

I would like to see some more formatting options in the task description. Not necessarily everything you would expect to find in Word, but some basic options like bolding, italicizing, and maybe changing font colour would help for those who use detailed descriptions and want to make sure they are not received by the reader as word salad.

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.

Currently the only way to apply a task template to a tax return year is by adding a future tax year. However, sometimes we get started on a tax return and discover that we have to file prior year returns. There is no way currently to apply task templates to those prior year returns without deleting all of the tax years and having that earliest year be the first year. This is unsustainable for our firm. We HAVE to have a way to apply task templates to prior years.

It would be nice to have the ability to have tasks that do not display as due (or do not get assigned to a user) until a previous set of tasks have been completed. For example: On the close page If: all tasks within the x section and y section are completed Then: release the z section tasks to user with a due date in ## days

When creating a checklist, pressing Enter adds a line break within the current item instead of generating a new checklist item. It seems like the only way to create a new item is by clicking "Add subtask" each time. It would be helpful to have a keyboard shortcut!

It would be great if we could see when all closes were due on a calendar versus in a list and could drag them to a different date on the calendar if needed.

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

Would like to add specific due dates to subtasks/checklist items. For instance, parent task = Get Source Documents; checklist 1. Chase statement on the 5th 2. Bank of America statement 12th...

When i have new team members working on a client, I'd want a way to manage the review of those tasks, rather than them marking it as complete. I'd love if it would be possible on a "Per-Client" basis (via a checkbox setting), if we could limit the Prepare to only be able to mark items as "ready for review" and then the "Reviewer" would be the only personal able to mark a task as "Done". I could see the benefits from a QA perspective.