Auto-emails should be sent out to clients who have PAYE as an active service, requesting the PAYE references the same as they are for missing UTRs, Companies House authentication codes etc.

Could we have a feature to hide folders from clients as well as specific documents.

From Clients >People Portal Registration> Not registered on portal, it would be useful to see on this list which clients have been sent the client portal registration link and when. I am sending the link on a client by client basis but the l...

It would be really nice if you could add a feature that lets us park tasks temporarily, so they’re hidden from the main list. That way, the task list stays neat and clean, and we can still review any tasks that have been parked when needed.

Add letter code field as a freeform field(re auto enrolment) in PAYE section

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...

Keeping track of clients ID expiries would b very useful to ensure compliance with AML regulations. I have been able to set up a new field on the clients file to allow me to put the date in but it doesn't covert to a task so there are no reminders...

We had numerous clients who, when registering for the portal, would not complete the process. They would approve the terms then stop or approve the LoE. We had to amend our emails to ask that they kept going until they had set up a password. Could...

Problem / why it’s usefulWe lose a lot of time on back-and-forth because clients upload incomplete information (e.g., invoices but missing bank statements), or upload documents outside the relevant tax year. This causes delays, repeated chasing, a...

At the moment, if you change the progress on self employed accounts, the change is mirrored against the client's tax return. I may have the situation where accounts are "awaiting approval" but the tax return is "records requested" - the progress s...