GothCPA
Level 1
Activity Feed
  • Currently, all return PDFs simply have the name of the client as the PDF name, and all K-1 PDFs have the recipient name. It would be amazing to have the option ...
    GothCPA
    1
    Sep 12, 2023
  • Right now, there is only the Flag Item option. It would be great if there were additional flag types like "estimate", "missing item," and "flag for reviewer". I...
    GothCPA
    1
    Oct 31, 2023
  • There are four default options, but it would be super helpful for my workflow if I could change the descriptions on them. Even better would be to change the col...
    GothCPA
    1
    Oct 23, 2023
  • Add customization options for the client letter (customize persona, partnership, etc separately). I have specific items I want to add, but there's no way to do ...
    GothCPA
    4
    Aug 28, 2023
Community Stats
Posts 4
Solutions 0
Cheers Given 1
Cheers Received 47
Member Since ‎03-08-2021
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