Currently you have to go to notifications to find if an document was rejected but receiving and email [like the ones received with approved documents] would ensure the reason for the rejection can be dealt with possibly sooner.

It would be useful to be able to view a timestamp or audit log for when each subtask in the workflow has been completed

This could help speed up the search and provide a more convenient way to navigate to client records.

The current deadline calendar only covers half of the screen. It would be useful to fill up the whole screen so I can see more days and tasks.

We are in the process of inviting our existing clients to register for the portal, however the list of clients is not searchable - can this function be added to save us scrolling through every unregistered client?

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...

Being able to add standard documents that all or selected clients can see without having to enter the document on each individual portal. Similar to how you can with custom forms.

Having a overview widget on the main dashboard, showing number of documents waiting on client approval, and number of documents approved/signed by clients. Having the notifications icon listing all the actions can create a long list to wade throug...

Overview page - we nee an option to analyse 'last month' We need a drop down stating ‘last month’ as we are tracking income Tax returns at are due on 31/10/2024 for hard copy returns and 14/11/2024 for online returns but the deadline on the system...

On the old task list under each payroll task it would show some useful information to our payroll department (it would say “monthly”, “weekly” etc) whereas when they switch to the new task list this information is not shown - they are not switchin...