Settings and activity

5 results found

1. Having the 2024 Tax Organizers ready to send.

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   Sarah Sayles shared this idea  ·  Oct 25, 2024

2. organizer assignee

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   Sarah Sayles supported this idea  ·  Oct 25, 2024
   Sarah Sayles shared this idea  ·  Sep 12, 2024

3. Add Primary Client Name to Task List

   7 votes

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   0 comments  ·  Insights » Enhancements  ·  Delete…  ·  Admin →
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   Sarah Sayles supported this idea  ·  Sep 12, 2024

4. Preserve file link in client notification after I have reorganized file to another folder

   6 votes

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   0 comments  ·  Insights » Enhancements  ·  Delete…  ·  Admin →
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   Sarah Sayles supported this idea  ·  Sep 12, 2024

5. Automated Recurring Reports for Clients and Tasks

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   1 comment  ·  Insights » New Report Requests  ·  Delete…  ·  Admin →
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   Sarah Sayles supported this idea  ·  Sep 12, 2024