Add a "Deliverable" Module to Engagements
under review
Dominique Chapman
Currently, deliverables, such as the prepared tax return, are uploaded to the "Engagement File Sharing" section, where they are mixed with all other shared files throughout the engagement.
To improve navigation for both advisors and clients—and to keep the engagement interface clean—it would be incredibly helpful to have a dedicated module for deliverables within the engagement. Ideally, this module would be placed right below the task list, allowing for easy access to deliverables specific to that engagement.
This would eliminate the need to search through a long list of documents, ensuring that both clients and advisors can quickly locate the necessary files.
Caroline Lukins
updated the status to
under review