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We have added the Type as “Others” on top of Job, Contract and Letters (correspondence) selections and to rearrange the selection by placing Client or Customer on top of the selection.

This will speed up the task a lot. For internal documents, we do suggest that you can set up your own firm as one of the clients for record storage. Thanks to Sabrina of Union Alpha’s suggestion!

Also, we heard that Vince, the almighty know-it-all system manager of Cheng & Cheng CPA, is being admitted to the hospital temporarily. We miss him a lot and his intelligent suggestions and improvements to CPAnwhere (or MBAnywhere). Our hearts go to Vince and wish him well. Thanks for his insights and contributions for all these years. Get well soon!