To be able to set up automated reminders for specific emails not related to accounts records requests.

A place to store the date someone's marital status changed

It would be more useful if invoicing functions were available with FreeAgent, there is no point in integrating with FreeAgent at the moment as it doesn't appear to have any functionality.

Currently the resources section cannot be categorised or filters, and when attaching resources to emails to clients, it can be quite difficult to find the one you want. Perhaps a search option or categories for resources would improve this.

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

Be able to quickly edit the target Date on a task in cases where there maybe a client dealt (missing docs etc) without having to open and edit the entire task - too many clicks.

When allocating a staff member as client's manager, they receive notifications for everything to do with the clients they manage (accounts, bookkeeping, payroll, companies house changes, etc.). As a lot of staff members work on different aspects o...

It would be useful to have a "today" button on the calendar that can be used when entering dates on eg Accounts Latest Action box, just like you get on the Outlook calendar when inputting an appointment.

If time has been posted against an individual client and is to be charged to the partnership or company it is very long winded to transfer each line individually (edit - change client - save & view time - work in progress - search individual c...

Have the ability to format the invoice style within settings in perticular remove discount