In Email manager, emails are automatically stored in a clients timeline if the email address matches their account, however I receive emails from suppliers, which would be good to track in a timeline the same way. At the moment I have to go in and...

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.

Accountants often need to keep an ongoing record of client interactions, calls, emails, decisions, agreements, and next steps. That isn’t well served by the current Notes function. These details are crucial for continuity, handovers, and complianc...

You can only add two people as a contact so if a company had more than two directors there is no feature to add " director" wording so the database is then inconsistant

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 ...

Feature request: 'New Note' button always visible on client landing page. Save time (and page-loads) by adding a feature to enable 'New Note' on the client landing page, instead of having to navigate to Timeline to post a note.

Under each element of the workflow, have the ability to add notes, so that if a step is marked as NA, a note can be added to confirm why this task was not required. Or enable note to be added, to prove that steps have been completed (e.g. writing ...

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...

It would be really nice if you could add a feature that lets us park tasks temporarily, so they’re hidden from the main list. That way, the task list stays neat and clean, and we can still review any tasks that have been parked when needed.