The current deadline calendar only covers half of the screen. It would be useful to fill up the whole screen so I can see more days and tasks.

Please can it be possible for the ID expiry date boxes to have an option to be positioned with the ID verified 'sliders' in the Main and Secondary Contact sections so that they are much easier to work with.

I suffer from task overwhelm and despite the recent introduction of workflow, feel the tasks screen can be further improved instead of constantly filtering the tasks list, to see quickly what I need to do for the day. And so it would be great to h...

Each year we need to work out whether we are charging clients correctly. We need to be able to filter chargeable time spent on a client to price the service agreement correctly and for better management reporting of our practice. Without having to...

Allow more specific fields such as VAT Number and UTR to be able to be synced via the Zapier Integration.

Ability to add Partner and Manager fields for sending out to teams.

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

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...

It would be great if you could drag and drop tasks on the deadline calendar like in outlook. This would help with moving tasks if needed and for planning your month.