| Automated Data Conversion |
» Ability to automatically import client information from tax software into our software. After doing some research we will provide a list of tax software for which this feature would be supported.
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| Daily Planner |
» Daily Planner in the format of outlook calendar to capture your daily activities.
» Integration with newly redesigned time card.
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| Mobile Office |
» Ability to view Contacts and "While You Were Out" messages from your cell phone or pda.
» Ability to add, view and update appointments from your cell phone or pda.
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| eCabinet |
» Ability to upload multiple documents at once.
» Ability to add new document categories.
» Make document category field as optional.
» Ability to configure the path to which the eCabinet documents are saved.
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| Appointments Screen |
» Redesign appointments screen to view daily, weekly and monthly appointments schedule.
» Ability to select any duration for the appointment.
» Ability to setup recurring appointments.
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| Email and SMS |
» Ability to configure the "From" address with each outgoing email.
» Ability to configure email accounts such as Google, Yahoo, AOL etc in the software and view the emails coming to these accounts.
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| Intra Office Chat |
» Ability to chat within the office.
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| Account Receivable |
» Ability to accept partial payments.
» Redesign the Account Receivable page.
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