When creating a one-off task, have the ability to create a single workflow that is specific to that one task and doesn't get added to the workflow templates.

If time is logged to a task, Task Progress should automatically move to "In Progress" rather than having to manually update the task.

Being able to attach a document whilst creating a task instead of having to go back in and add it afterwards would be really useful.

On the Contacts tab in clients where you can add contacts associated with the client that are not or do not need to be set up on BM, it is for the UK, is there anyway to change it to Ireland version so it says PPS number not NI number etc I have a...

To support Prospect Follow Up notification, add (or replace with) a Prospect Follow Up email that uses a standard template like other AM emails - this could be automated to save time in following up manually.

Accountants often need to keep an ongoing record of client interactions, calls, emails, decisions, agreements, and next steps. That isn’t well served by the current Notes function. These details are crucial for continuity, handovers, and complianc...

All notifications are created equal, but some are more equal than others. When sending a notification to a colleague, it's important that it stands out. Additionally, notifications from specific clients or urgent tasks could be highlighted. Consid...

Currently there are no filters for WIP, so we cannot search by years, but have to download the full report.

You can only add two people as a contact so if a company had more than two directors there is no feature to add " director" wording so the database is then inconsistant

To have sole trader as a selectable client type