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.

The time recording system is overly complex by only allowing time entered in minutes. It would be more user friendly if you could enter the time in hours, or by start to end time. For example full day activities like annual leave currently must be...

Other Progress options would be "Filed", "Submitted", "Account on Hold" etc

In Account Settings we have a toggle to ‘Allow Client to Skip Letter of Engagement’. This does not do as stated and just does not show the LoE to the client - in effect disabling it. Why can this not do as stataed and show up in the portal but all...

It really doesn’t make sense that when the AML or credit checks are completed it’s not obviously marked when clicking into the client. It’s costing us money each time and should be a time saver but if we have to add an extra step or save down the ...

Feature request: 'Include Deleted' in Timeline. When a Timeline entry is deleted, the entry should remain searchable upon request. Provision to include a tick box to 'Include Deleted' would be the simplest way, ,highlighting deleted comments as 'd...

Company email field allows multiple addresses separated by a comma but on an individuals account (Self Assessment client for example) it won't accept multiple email addresses so it means we can't include those clients in a mailshot for example the...

It would be useful to be able to use more task statuses for non-service tasks. At present, the only task status available to users is 'In progress'. More non-service tasks statuses could either be user defined or service tasks statuses could be ma...

When an Accountant adds a new Service to a Client File mid year they would like to have the option of sending out the LoE for only the Service added rather than sending the entire LoE again.

I would like to be able to download the fee projections as an excel file.