Hi there 👋

I want a QuickBooks integration so I can keep my accounting up to date without manually entering transactions. What I need Connect my QuickBooks account to Talleflow securely (sign in, authorize access, disconnect any time). Choose what should sync between Talleflow and QuickBook

I want to connect my TaxJar account so sales tax is handled automatically, without manual steps or spreadsheets. What I need A way to securely connect my TaxJar account from within the product (sign in to TaxJar and authorize access). Automatic sales tax calculation on each order

I need invoicing to automatically calculate and include travel distance for my jobs so I can bill mileage accurately without doing manual math. What I want: When I create an invoice, I can add a “Distance” line item (or a mileage option) that calculates the distance for the job.

I want to duplicate an existing template so I can make a new version without rebuilding it from scratch. Why I need this I often reuse the same template with small tweaks (different wording, sections, branding, or settings). Copying and pasting content manually is slow and error-

I’d like to be able to add tags to individual tasks the same way I can tag projects and contacts. This would let me group and filter tasks across different projects by things like priority, workflow stage, or custom labels that matter to my business. Being able to quickly see all

We don't have a way to break up payments or create a payment plan. Having that would allow more flexibility with closing deals with leads if I say need to collect a deposit.

It'd be good to have some sort of scheduler tool/feature that would allow me to send to my clients/leads where they can scehdule time to meet or maybe even book my services.

We’re building a brand-new Questionnaire Builder inside TalleFlow — a fully customizable way to create beautiful, structured questionnaires for clients directly inside your documents. Think of it like Typeform meets your CRM, designed specifically for creatives. What you’ll be ab

No scary email templates, just a friendly nudge button that says, “Hey, your invoice’s still open 😊.”

When someone pays an invoice or signs a contract, drop a fun little confetti animation or message like “You just got paid 🎉.” something like this would be a great way to celebrate