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.

Would be good to be able to full track latest action stages for one-off jobs such as 60-day CGT returns. Either allow job frequency to be one off (so doesn't re appear once completed) or allow for the full “Latest Action” stages to the AdHoc tasks.

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...

Would it be possible to have the manager name next to the client name when the search bar brings up suggestions when searching for a client

Placeholder [%MTDQUARTERLYPERIOD%] in email templates returns the current quarter based on time of year. If used, this perhaps may cause some confusion with clients. Proposal Please consider adding a new placeholder, to provide calculated numerica...

The monthly totals is a great tool used to summarise staff billing however it would be great to see a breakdown of the figures. This feature would take it to the next level when identifying which clients are still yet to pay. It would simply incor...

It would be extremely useful to be able to customise the detail/narrative on an invoice generated from current wip wile keeping the total invoice the same and keeping the same wip invoiced (not leaving in current wip). The current system does not ...

When creating an automated email template, there is an option for entering todays date with the %DATE% variable. However is it possible to enter a deadline date for say in 10 days time? For example to us %DATE+10%, it would automatically pick the ...

To look at invoices per month, to be able to export them to Excel sheet you have the option to see the current month summary so why not each month? at the moment I can also only export all invoices then filter them in excel

It would be useful to be able to change fields directly from the Client listing, so that it isn't necessary to go into the full client record. I'm specifically referring to fields which have are in a drop-down format, such as the assigned manager/...