It would be useful to be able to select clients and then mass update them. For instance, when you create custom fields in AM, then you would not have to access clients individually and update them one at a time. Obviously, this would only work for...

On the Missing Data report for LLPs it doesn't match the year end date to the P800 Partnership Tax Return date thus throwing up an error. Instead it is looking for a CT600 date which doesn't exist on an LLP

It would be useful to snooze tasks where you are awaiting information from clients, or where a task cant be progressed for another reason. This would make it clearer which tasks are actionable

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

Allow us to view email attachments in the outgoing drafts without having to go in to the email.

The ability to move a folder of documents or multiple folders of documents to tidy up the filing would be hugely helpful.

The issue we're encountering is that some clients skip several questions on our SA checklist created as Custom Form but can still submit the form. Consequently, we have to reach out to them externally (since the Custom Form reminders become ineffe...

If there is a possible option to create a to-do list within AM based on the jobs i.e. list tasks in a custom order rather than based on deadline date that would be very useful

When an email is received within AM it is automatically linked to the Client and appears on the Client timeline. There is a manual process to add the attachments to your Client's document library. Suggest automatically creating the document within...

It would be great to update client charges for services en masse and quickly. for example CS01 fees have risen, I need to update our fees to reflect this in BM.