I have a few suggestions to ease the Onboarding/Offboarding process with Csv
Csv Contact notes and Client notes for both import and export
Csv Import Products list
Csv Import Expenses list
Currently for the Products and Expenses list it appears there is only Export for the information only. Importing this information via. csv file would allow for a simpler onboarding from another application or database. Csv contact and client notes would also be beneficial as it could have important information about set entity and currently has to be moved by hand (Pain for large databases).