Any changes made to existing Resource documents require you to save down on your desktop, delete the existing file, and then re-upload the new one. Can we save changes to existing documents?

Be great for automated chases on Letter of Engagement not signed. sometimes clients sign the T&Cs and not the LoE or portal sign in

To add the option to have more than just one PAYE frequency, for clients who have employees that are paid both weekly and monthly. Then If you want to email a specific message to clients who pay employees weekly, it would be useful to be able to f...

Allow the Client File to have more than 2 Contacts who can then have access to the Portal.

By having the ability to add recurring notes on a task this helps set important notes for the next upcoming tasks but also important one. For Example if a client submits their own confirmation statement but you want to send an email to remind them...

As I need to be the manager for all clients I receive far too many notifications. The facility should be there to be able to turn some off. I do not need to know if a staff member has amended the status of a task etc.

It would be nice to view or have access to the client portal in order to assist them.

We have an AML review every 2 years by ACCA, it would be useful for me to be able to run a report that shows me, when the risk assessment was completed and next review dates are for all clients, at the moment i have to do this manually for over 70...

When a document is rejected for signing there are times when the document is correct but the client needs an explanation. Once this is given it would be good to be able to reset the document to be signed rather than reuploading.