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  1. XPM - Report that shows clients and their income/turnover

    4 votes

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    submitted  ·  0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Zack Janeski supported this idea  · 

  2. Practice Manager - Include Archived clients in the Search and API

    17 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Zack Janeski commented  · 

    Accounting and advisory firms often need to reference archived client details when re-engaging with past clients, tracking historical interactions, or ensuring continuity in multi-year engagements. This feature eliminates the need for workarounds like reactivating archived clients, which can be time-consuming and inefficient.

    Zack Janeski supported this idea  ·