Allow templates for a folder to be replicated for all similar clients. For example a Permanent File is common to all clients and all accountants so would save an enormous amount of time having to replicate the Permanent File folder structure on ea...

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

Please would you move the function to pause or unpause the email queue for all staff from the Queue window to somewhere else, possibly the Accounts Settings window. If this button is accidently clicked emails will be sent to clients that were not ...

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

We have started using the Email Signature Template for staff email sign off and Automated records request emails, however when you type up a basic email you cannot see the template details at the bottom just the name of the template - I think it s...

We are uterlising the tasks system and using it to replace an internal emailing system. It would be useful if it sent notification when the progress note or description was updated.

I was wondering if at extra internal role could be added - Partner, Manager and new role of ADMIN. Then a member of the admin team could receive all the notifications as well rather than it all being on the client manager. Currently for admin team...

Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...