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

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...

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

To have the option to generate star recurring task would be helpful.

The system only recognises the names of clients, not their internal reference number, which creates confusion because the wrong task can be attributed to the wrong person, due to not being able to search for the internal reference number/unique re...

Add a “Back to top” button at the bottom of the client and task lists

When this is updated in the Recurring Tasks list, it is easy to filter and update the Tasks list rather than looking into the detailed information.

We need a report to be able to see which clients have bespoke automation attached to them and the terms associated with that automation At the moment this can only be seen by going into each client individually and clicking on the automation tab