I love being able to integrate proposals/EL with billing. Clients enter their payment info and we get paid right away instead of invoicing them later. This alone is making it so we start off tax season right. Also really enjoy the sleek client portal, it is secure, easy to navigate, and even easier for clients to login. Just got FC a couple weeks ago and it is already making life so much easier. I am able to delegate more and focus on client work! Support is so amazing, I've had like ten questions since I got the software, they have been so responsive and helpful. I started with the solo plan and upgraded to the teams plan pretty soon after and am considering just going for the scale plan. Also love how they keep updating the software. I have been using it everyday and integrating it with all my softwares and systems which has been super easy.

It integrates QBO Uncategorized transactions, allowing for the categorization in FC and syncs to QBO. Uncategorized Transactions can be sent to clients through FC. It offers a "Magic Link" for Client Tasks. Clients can receive SMS reminders for pending tasks. It integrates with Calendly, QBO and other software. It has a built-in proposals feature.

This tool is easy to use and helps manage, organize, and simplify your workload as a bookkeeper or tax preparer!