Would it be possible for the team to add in the period *start* date as a variable so we can communicate with our clients more clearly? Example:“Please provide us with bank statements for the period between 1st January 2020_(period start)_ – 31st D...

Users would like the option to choose the font style for e-sign to match their branding.

Bulk task update to reasign users and email changes

Mark a sub task as a 'blocker' preventing other tasks from being completed until the task is completed

Add user level permissions to: Restrict Access to Workflow Manager Prevent users from creating Workflow Templates Prevent users from making global changes to Workflow settings Prevent users from making changes to Client level Workflow settings Res...

Provide in-depth insights/reporting into the projected revenue for your practice.

In instances where a contact is linked to multiple clients and the same email address is used.Add a setting to disable automatic linking of emails to client allowing the user to link emails to a client via email manager

View sent emails

Given MTD for IT is round the corner, we need to capture 23/24 fee income for self employment and rental income for property somewhere to know if the clients may get mandates and warn them before they get the HMRC Letter. Will also need to know th...

Currently we have to download everything but we want to look at the time on 1 job for 1 client, we have to download time for everyone and then filter by the client we are looking for and remove the rest of the data out.