Clients

It would be useful to be able to select clients and then mass update them. For instance, when you create custom fields in AM, then you would not have to access clients individually and update them one at a time. Obviously, this would only work for...

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services. It would be helpful if under the contacts tab this giv...

Currently you have to go to notifications to find if an document was rejected but receiving and email [like the ones received with approved documents] would ensure the reason for the rejection can be dealt with possibly sooner.

Feature request: Hide service fees per user settings It is not currently possible to customise staff access to hide service fees. It would be positive to see this feature added, perhaps added as an extension of 'Hide Fees Projection' option under ...

Feature request: 'New Note' button always visible on client landing page. Save time (and page-loads) by adding a feature to enable 'New Note' on the client landing page, instead of having to navigate to Timeline to post a note.

This could help speed up the search and provide a more convenient way to navigate to client records.

Please can it be possible for the ID expiry date boxes to have an option to be positioned with the ID verified 'sliders' in the Main and Secondary Contact sections so that they are much easier to work with.

Accountants often need to keep an ongoing record of client interactions, calls, emails, decisions, agreements, and next steps. That isn’t well served by the current Notes function. These details are crucial for continuity, handovers, and complianc...

You can only add two people as a contact so if a company had more than two directors there is no feature to add " director" wording so the database is then inconsistant