Firm Feature Requests

Does not want to switch to CCH but would like to have a platform that integrates with Intuit Lacerte.

Advisor wants the ability to integrate the Harness platform with whatever invoicing & billing services they are using (unspecified).

Advisors want the ability to integrate with other CRMs than Hubspot (i.e. currently using Salesforce; might not like using Hubspot, etc.) Prospects/Firms: Seth & Alexander DRDA CPAs & Advisors Beckenson Financial

Advisors want the ability to choose which CRM they use in the event that Hubspot doesn't meet their needs.