MTD threshold box to have a less than £20k turnover option - can't understand why it hasn't been added with the other boxes. We understand there is no date for these but it would still be useful to keep track of them.

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.

Currently it's not possible to flag an email as 'High Importance' and it definitely should be there as an option.

Add a function to allow recurring invoicing including an approval process and a report/summary of all recurring invoices

Example, client A has referred 10 clients this year who have onboarded. It would be useful to click on a section where we can see who has referred who instead of having to click on each client to see who referred them.

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...

Our office hours are 8:30am-5pm. We ask our staff not to send emails out of hours but then we have automated emails going out at 18:09 which goes against our policies. We were told the only way to do this would be to manually pause and unpause the...

The following idea would be very useful especially for long workflows, when several staff members need to complete subtasks on a workflow, and when there is not necessarily a chronological order of subtasks groups to be completed. For instance, fo...

Currently there is no way to report if risk assessments have been completed. We are able to determine the level of risk using the field "Client Risk Level", however this filed can be manually updated by staff and doesn't guarantee that a risk asse...

Allow more specific fields such as VAT Number and UTR to be able to be synced via the Zapier Integration.