Ability to premanently remove staff. BM say they rmeian incase you wish to reactivate them however its is unlikley if the staff meember left several years ago

To be able to move folders and group them within another folder. I have a client where monthly payroll folders have been created and I have a list of 12 monthly folders that I would like to group in one as an annual folder - Can't move them :(

Feature request: Hide service fees per user settings It is not currently possible to customise staff access to hide service fees. It would be positive to see this feature added, perhaps added as an extension of 'Hide Fees Projection' option under ...

Is it possible to add a practice name when sending out SMS messages? Some clients have reported messages received (reminders / Meeting invites etc) being designated as Spam. This would prevent Clients ignoring messages.

MTD threshold box to have a less than £20k turnover option - can't understand why it hasn't been added with the other boxes. We understand there is no date for these but it would still be useful to keep track of them.

Currently the only option for the sender of automated record requests is the client manager or task owner, change this to allow users to select which user email the reminders are sent from

Some thing that I have been meaning to ask, and something that can cause us issues, is that when a member of staff sends a document to a client for e-signing, they might not necessarily be the person that is named as the manager on the system, so ...

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...

When setting up a ne client, have an option to Auto generate an reference. Have a couple of option, First 4 letters the 3 numbers, or Partner initials and a 3 digit number.