View sent emails

All of the information on fees is in BM so a report would be extremely useful.

When you are preparing a list of client, When you pick the columns, it appears as a long list. It is not easy to find what you need. If you had headers to break up the list such as services. It would be easier.

These are personally identifiable information as per GDPR, and staff members who deal with limited company clients only do not need to have access to personal information relating to directors of the same companies.

It would be really useful if you could choose the background colour for the Progress position ie 'Records requested' in red is fine, but 'To review' would be good if it was green - as I have done the work and passed on for review, I will not be ab...

Currently the notes section for clients is not efficiently organised. Having folders/filters/categories would help improve this.

The time recording system is overly complex by only allowing time entered in minutes. It would be more user friendly if you could enter the time in hours, or by start to end time. For example full day activities like annual leave currently must be...

Sometimes it is useful to be able to send a report or document to the client highlighting what we have a problem with. What I suggest is being able to add documents to the task, which are sent out as attachments to the part-records email.

Other Progress options would be "Filed", "Submitted", "Account on Hold" etc

Company email field allows multiple addresses separated by a comma but on an individuals account (Self Assessment client for example) it won't accept multiple email addresses so it means we can't include those clients in a mailshot for example the...