Administration

Be able to group staff; e.g. Tax team / accounts team/ managers / or whatever you like. The ability then to allocate sub-tasks to a group rather than individual staff members.

Allow conditional logic in workflows so steps/groups can be skipped or auto completed based on the outcome of another step/task

As our practice has an admin team who oversees tasks it would be very beneficial to have an additional email option who receives ALL notifications of client activity. We also have payroll teams within our practice who can't be allocated the client...

I was wondering if at extra internal role could be added - Partner, Manager and new role of ADMIN. Then a member of the admin team could receive all the notifications as well rather than it all being on the client manager. Currently for admin team...

We are in the process of inviting our existing clients to register for the portal, however the list of clients is not searchable - can this function be added to save us scrolling through every unregistered client?

Currently to access the calendar we need to go into tools, and 'sms meeting reminders' which is a bit backwards. I'd like to see a calendar tab, with an option to have the calendar in full view on the home page as a pin. The calendar isn't very ef...

it would be useful to be able to run reports on lists of clients who are not/are portal registered, unsigned/signed documents etc with option to add in columns so it can be exported to filter by manager/office location (we use client code to diffe...

It would be useful to have both annual and monthly fees in the services section. This could reflect any annual charges that are invoiced monthly as well as one-off charges that are charged once a year, for example.

Hi there, I hope everyone is doing OK. I needed to double check if I had set up a delayed/scheduled notification for something I had to do/check in the future. I could not find where to check delayed/notifications. I asked the AI assistant where I...

we have currently 25,000 notifications and are only able to achive, it would be nice to have a delete option so that they can be referred to and kept on top of with ease. currently there are just too many for us to sift through and manager as they...