It would be great to see the tasks each client has, the ability to click on them and mark them as completed from within the client screen rather than going into tasks.

Currently the Bulk Action button only offers either to 'Complete' or 'Reassign' tasks. It would be useful to extend these options to include more of the common status types, e.g. 'Records Requested', 'Ready to file', 'Awaiting approval' etc. For j...

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

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

Currently to access the calendar we need to go into tools, and 'sms meeting reminders' which is a bit backwards. I'd like to see a calendar tab, with an option to have the calendar in full view on the home page as a pin. The calendar isn't very ef...

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...

it would be useful to be able to run reports on lists of clients who are not/are portal registered, unsigned/signed documents etc with option to add in columns so it can be exported to filter by manager/office location (we use client code to diffe...

Make it possible to upload documents, so all of the clients of certain client types (e.g. limited company, self-assessment, sole trader) can access guides (or this type of document) without us having to upload them individually. Custom forms can b...

Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

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.