In Clients view, it would be useful to be able to right click on a client to be able to open a separate tab which lists all the live tasks for the clients. To see all tasks allocated to a client, at present, one has to either open a separate windo...

It would be useful to be able to see a personal dashboard, perhaps in the overview menu, with all your allocated tasks/subtasks by category of services (accounts, bookkeeping, payroll, other) and that can be configured by either client a-z, deadli...

When getting chasing e-mails going out to client for records, We need to stress the urgency when we get closer to the deadline, Our Friendly e-mail that we sent before that has not worked so far, So it would be great to have automotive chase lette...

To be able to mass select tasks and mass change the target dates

Tracking client wealth is something of growing importance, for purposes of AML due diligence AND IHT and CGT. It can create opportunities and open up lines of communications with clients that might ordinarily get missed. I am preparing personal ba...

Would be helpful to have 3 different star colours that can prioritise the star task. Red : Priority 1Amber : Priority 2Green : Priority 3

Do you have the capacity to send sms messages or emails to clients letting them know the status of a job each time it moves on?

Is there a way that tasks don’t appear for clients that are prospects? Seems to clog up the list when we can’t work on them yet.

In the home dashboard there is current month invoice and it compares to this time last month. I think it should compare to this time last year.

Option to customise the overview page.