Administration

AM being able to carry out mass AML checks periodically for clients. AM to have the passport and driving licence details safely stored to enable this.

When an Accountant adds a new Service to a Client File mid year they would like to have the option of sending out the LoE for only the Service added rather than sending the entire LoE again.

Add user level permissions to: Restrict Access to Workflow Manager Prevent users from creating Workflow Templates Prevent users from making global changes to Workflow settings Prevent users from making changes to Client level Workflow settings Res...

These are personally identifiable information as per GDPR, and staff members who deal with limited company clients only do not need to have access to personal information relating to directors of the same companies.

add the client code that is in the url automatically to a field named 'client code'

Is it possible to only receive notifications for actual client emails (i.e filter out any emails where the email address is not within the system as these email cannot be viewed and read within the system anyway) as the admin to archive all the no...

It really doesn’t make sense that when the AML or credit checks are completed it’s not obviously marked when clicking into the client. It’s costing us money each time and should be a time saver but if we have to add an extra step or save down the ...

A feature to track the receipt and handling of clients' physical records. This would be a great help not just in locating paperwork but also in managing records being returned/shredded and other aspects, including GDPR.

This is so they can not skip important Questions.

When getting chasing e-mails going out to client for records, We need to stress the urgency when we get closer to the deadline, Our Friendly e-mail that we sent before that has not worked so far, So it would be great to have automotive chase lette...