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

Webhook integration should be considered to allow capture of updates to client records. This could include notifications, name changes, date changes or any other hook desired.

AM being able to carry out mass AML checks periodically for clients. AM to have the passport and driving licence details safely stored to enable this.

Hi there, I am starting to like the task deadline overview on the Overview page and use it more and more. Thank you. :-) This request would be for improvements to it. I would love to see more date filter options/ Currently there are only four. But...

Currently, the Prospect List columns that show up by default and cannot be toggled off are Terms Signed/ Registration Fee Paid Welcome email Tel number Mobile number Email Proposal email sent Last call Photo ID verified Address verified It would b...

To add a feature where you can lock a staff members timesheet for a particular period (each week for example) when it's been completed and checked to make sure it's correct.

I'd like to be able to copy an existing recurring task to simply add it for a new client rather than having to create a new one from scratch each time. Inevitably I do something slightly different time.

Option to change the payroll frequency.

If workflow manager either sort alphabetically or add sorting to the columns to make it easier to find templates for editing