Any user of BTC software would be delighted if you could upload documents for clients' signatures by pressing a button in BTC( as you can do to Mydocsafe.) I am writing this idea here because you have purchased BTC. Currently, BTC supports integra...

When a client e-signs a tax return, I download it to their client folder on my PC and then print it out (I know, but I still like paper !!). Currently, from the "Signed Documents" screen, I have to go into each client to do this, then back to the ...

When uploading a Document you can link a Task to it. But this does not appear on the task. Would be good to include a link to these Documents from the task screen.

Import documents per client in bulk.

We had an audit from our accounting body, and one of the things they pulled that the LoE has to be default to the client. So it would should look like default details like Terms and Condition, then each service in turn required will have it own en...