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...

It would be useful to be able to use more task statuses for non-service tasks. At present, the only task status available to users is 'In progress'. More non-service tasks statuses could either be user defined or service tasks statuses could be ma...

I would like to be able to download the fee projections as an excel file.

We need a report to be able to see which clients have bespoke automation attached to them and the terms associated with that automation At the moment this can only be seen by going into each client individually and clicking on the automation tab

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

I would love if it was possible to search for a client with their email address. Would make it easier for finding clients who have changed their surname or who are a contact for a business.

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...

It would be nice to be able to run a report for archived clients that show the date they were archived

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.

If we could add the column for TYPE on WIP it would mean we could breakdown each section Ie Accounts 2022, Bookkeeping 2022 and see what each is actually costing for re quotes