In documents you cannot search on the home page for documents that are saved in a sub-folder. If clients are using sub-folders and saving a lot of documents this would be incredibly useful

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...

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.

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