When creating a task, the ability to add a link to a document/series of documents, that is in an external storage drive, such as dropbox or Google Drive. It will enable staff to quickly go from seeing their designated task in AM, and then clicking...

If we need to add the same note to multiple clients, it is a case of going in one by one to add the note.

Where staff can apply for holidays

Could certain documents be made available to third parties. Example of professional clearance info or tax calcs and tax year overviews for mortgage purposes. Similar to sharing a file/folder in office 365 Teams.

It would be useful for ex clients marked as no longer acting to still be able to access their documents in the portal. A new field of where a reminder comes up for automatic archiving after a user defined global time period (e.g 3 years). This wou...

Under the PAYE section it would be good to have an option to create an auto task to complete payslips for client monthly/weekly4weekly. You will also need a 'start from date' so we can control the date it generates. Some Clients sometimes have wee...

Enter Payment dates/types and Part payments to invoices rather than just paid or not It's frustrating to have to record elsewhere if a customer has paid by cash or paid a part pyt or overpyt

Ability to be able to add monthly dd payments to annual invoice. At the moment there is only POA which is very poor and has no information.

Provide an option to view the annual projection fees by partner, not just by manager.

I'd like to be able to click to select notifications and then archive those in one click instead of having to archive them one at a time, if i don't want to archive them all.