Any user of BTC software would be delighted if you could upload documents for clients' signatures by pressing a button in BTC( as you can do to Mydocsafe.) I am writing this idea here because you have purchased BTC. Currently, BTC supports integra...

Accept decimal figures (example 12.5%) when invoicing and not round it to the nearest whole number.

Clients are not punctual. Letters of Engagement are generally designed to last only one year. I suggest that in addition to the option of automatically resign letters of engagement so many days after they were originally sign, it would be nice to ...

We can complete tasks in bulk and we can reassign tasks in bulk - could we not amend status of tasks in bulk too please? (or add bulk progress notes)

Ability to group tasks together on the task list, eg. partnership accounts and the tax returns for the partnership and partners so they all appear on one line on the task list rather than multiple lines which aren't together.

Client Detail/Services Required : When you enter a price in the service required or in my case it updates from Bright proposal. There is confusion for if it is the current year or still the prices from last you. Also it is un clear ifthe price is ...

On the overview page it shows the "Task Progress Overview". however there is no way to client and understand where which data comes from, and what specific clients this information relates to.

Fix the time recording app (stand and end time should suffice) It is quite irritating to then need to additional work out how many minutes you have worked for a client

When a client e-signs a tax return, I download it to their client folder on my PC and then print it out (I know, but I still like paper !!). Currently, from the "Signed Documents" screen, I have to go into each client to do this, then back to the ...