when you clear wip it just automatically disappears, would be useful to have a box where you can write notes on why you've cleared, who has done it etc

When exporting filtered client lists to check statuses for VAT or Accounts, it currently just shows the 'Latest action Date' but not what the latest action relates to - can we have this detail added so that is is visible on the exported excel sheet.

Need to be able to place the e-signature field in specific sections of PDF, such as on the Directors report and balance sheet in annual accounts. It's not adequate to have a client simply e-sign the end of the document. That might do for authorisa...

Could we have a deselect all/select all button at the top of the client list for emailing? I appreciate we can filter the client list as much as possible but there will still be times when we want to select certain clients to receive a bulk email.

It would be useful if the staff associated to the client in staff tasks were notified of clients uploading documents not just the manager of the client as it is more relevant to them.

It would be useful if we could run a report to see which clients have joined in a particular month and which clients have been archived.

On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.

Add a function to highlight when an AML check is due

It would be very useful to add the total WIP figure as an option on the client list screen for reporting. It would help understand at a glance client status and lockup.