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a. ability to roll forward to new month
b. lock down old month and workpapers/links in the prior month
c. ability to add or modify preparers and reviewer as needed, tag certain members for callouts
d. ability to add comments, links, and workpapers within each task
e. ability to filter by Preparer/Reviewer to reduce the noise
f. ability to note entity for which task is related to (if you have subsidiaries/multiple companies this is helpful) Review collected by and hosted on G2.com.
some improvements that I'd like to see are:
a. ability to alphabetize tasks instead of by section
b. ability to notate task as WIP instead of just Submit
c. better integration or links to the relevant section or JE in the accounting software Review collected by and hosted on G2.com.
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