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.

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.

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.

Maybe there is a function for this that i just haven't found yet but every time i try to upload multiple documents to a single folder the second upload will just replace the first upload. It would save a lot of time if we could drag multiple docum...

Is it possible to only receive notifications for actual client emails (i.e filter out any emails where the email address is not within the system as these email cannot be viewed and read within the system anyway) as the admin to archive all the no...

When this is updated in the Recurring Tasks list, it is easy to filter and update the Tasks list rather than looking into the detailed information.

It would be useful to add to the tasks filter a worfklow calendar filter. For accounts preparation tasks, we use workflows and some worfklow deadline dates are sometimes 4 to 5 months before the actual clients' accounts filing deadlines. So having...

Given MTD for IT is round the corner, we need to capture 23/24 fee income for self employment and rental income for property somewhere to know if the clients may get mandates and warn them before they get the HMRC Letter. Will also need to know th...