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

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

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...

Where staff can apply for holidays

With the wider use of AI notetakers, it seems sensible that ALL communications with CLIENTS should be recorded in AM, not just the odd email and call - so ALL online meetings that can be recorded with FATHOM AI should be possibnle to add to the Ti...

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