It would be useful to see all the subtasks groups appearing when clicking on a task instead of just the current live subtasks group. This would be useful for lengthy workflows such as onboarding or accounts preparation tasks if several staff are i...

This is so they can not skip important Questions.

In Clients view, it would be useful to be able to right click on a client to be able to open a separate tab which lists all the live tasks for the clients. To see all tasks allocated to a client, at present, one has to either open a separate windo...

It would be useful to be able to see a personal dashboard, perhaps in the overview menu, with all your allocated tasks/subtasks by category of services (accounts, bookkeeping, payroll, other) and that can be configured by either client a-z, deadli...

When getting chasing e-mails going out to client for records, We need to stress the urgency when we get closer to the deadline, Our Friendly e-mail that we sent before that has not worked so far, So it would be great to have automotive chase lette...

To be able to mass select tasks and mass change the target dates

On the overview page it shows the "Task Progress Overview". however there is no way to client and understand where which data comes from, and what specific clients this information relates to.

When a client e-signs a tax return, I download it to their client folder on my PC and then print it out (I know, but I still like paper !!). Currently, from the "Signed Documents" screen, I have to go into each client to do this, then back to the ...

Would be helpful to have 3 different star colours that can prioritise the star task. Red : Priority 1Amber : Priority 2Green : Priority 3

Do you have the capacity to send sms messages or emails to clients letting them know the status of a job each time it moves on?