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SUBMIT IDEA

Search results: Practice Management

Showing 2 of 9

Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...
Aleksandr Novikov 3 months ago in Practice Management 0 In Discovery

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest almost 2 years ago in Practice Management 0 Awaiting Prioritization