We can complete tasks in bulk and we can reassign tasks in bulk - could we not amend status of tasks in bulk too please? (or add bulk progress notes)

I understand from my staff that it is very time consuming to track through notifications of client changes. We may have to update these changes in other systems e.g. Digita, QBO, HMRC systems, etc so we need to be able to quickly pick these up and...

At the moment the e-mail template just says a document is waiting for approval. The e-mail address may be used by the client for several businesses, so the e-mail template should state the business name and the template/document name.

Sometimes client records get duplicated and have to be archived, however when you then try and link clients together there is no indication as to which record is archived - can this be added?

Under Accounts setting/Task Target Dates : you have to do a globe choice for X days after 'Records Received', X days after 'Period End', X days before 'Deadline' It would be better to pick the choice of configuration per services not Globally. Exa...

Client Detail/Services Required : When you enter a price in the service required or in my case it updates from Bright proposal. There is confusion for if it is the current year or still the prices from last you. Also it is un clear ifthe price is ...

A feature to track the receipt and handling of clients' physical records. This would be a great help not just in locating paperwork but also in managing records being returned/shredded and other aspects, including GDPR.

When uploading a Document you can link a Task to it. But this does not appear on the task. Would be good to include a link to these Documents from the task screen.