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.

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.

In the people dropdown on workflows it currently gives the options; task assignee, client manager and a list of staff members. This change would make it so that task monitor and partner are selectable people for workflow steps. This fixes an issue...

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

I want the ability to create custom workflow group titles to help keep my practice more organised.

Self-employed people can prepare accounts on the cash or under GAAP. The cash basis will soon be the default position. The client record should have the accounting basis selected so we can distinguish the method (in the same way we can on VAT regi...

Categories for wip, eg, payroll, accounts, tax , consultancy.. so we can clearly see quickly where the outstanding wip is and bill on that specific category. eg, extra payroll costs in the year, click on wip payroll and raise invoice... i don't wa...

Use the existing 64-8 functionality with Partnerships

If you need to upload update documents, it's frustrating to go into each document and turn off the request to e-sign. Would instead be more helpful to have a button on the main screen to just toggle on/off