Draft accounts cannot be sent to Comoaies House !!!

I would love if it was possible to search for a client with their email address. Would make it easier for finding clients who have changed their surname or who are a contact for a business.

It would be nice to be able to run a report for archived clients that show the date they were archived

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 ...

If we could add the column for TYPE on WIP it would mean we could breakdown each section Ie Accounts 2022, Bookkeeping 2022 and see what each is actually costing for re quotes

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...

In the list of Signed Documents, it would be most useful to: a) be able to print AND download the signed document from that window, rather than having to go to the client record, and b) to see if said document had previously been printed and/or do...

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

When i tick a task for completion, the entire line moves, and the whole task deadline is unnecessarily large, it should be more compact and easy on the eyes.