Administration

Clients are not punctual. Letters of Engagement are generally designed to last only one year. I suggest that in addition to the option of automatically resign letters of engagement so many days after they were originally sign, it would be nice to ...

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...

It would be useful (in the absence of forced 2FA) to provide a visual clue to those member account holders whom do not have 2FA enabled.

To be able to set a default jurisdiction for new clients. Currently defaults to Companies House and you have to scroll for Irish Self Assessment Would like to set my BM to be for Irish Clients as i have no UK clients It easy to miss that you need ...

We have learnt that once you put clients on bespoke automation for a task there is no way to switch back to the global automation settings for that client - this needs ot be available

I use Custom form for our annual review. But to access it I need go come out of AM go to portal and complete the form in there. It would be helpful that I can complete the form from Accountancy manager or to have a section (may be in resources) To...

We have to do internal audits as part of out compliance. Custom forms are by Client. It would be great to be able to design our own internal audit form and it is accessible from the main menu, maybe under resources