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PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...
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PINNED AI-Assisted Prospect Qualification & Onboarding (Charlie)
Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...
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All ideas

    Custom fields - Hotlinks field type

    The ability to provide for additional custom fields is welcomed. However, these fieldtypes lack the option to include hotlink URL for external sources. Whilst URL data can be saved as Text only, this does not provide for linking within the GUI its...
    Guest over 1 year ago in Other 0

    Workflows attached to service tasks

    At the moment, if a deadline on a task, for instance on an accounts preparation task, gets extended, the system creates another task with the new deadline and marks the current task with a banner 'To Delete'. Users are supposed to delete the old t...
    David Martinelli over 1 year ago in Tasks & Workflow 0

    I would like to send a recurring monthly email to all clients requesting that they must inform me immediatley of any changes to their ID.

    I would like to send a recurring monthly email to all clients requesting that they must inform me immediatley of any changes to their ID. Is this possible and if so could you explain how please.
    Guest almost 2 years ago in Emailing 0

    To allow adding your own attachment to the Proposal Template

    I typically send clients a PDF with instructions on how to grant accountants access to their HMRC account online, rather than sending a 64-8 form. I would like to include this as a template in my Proposals.
    Guest almost 2 years ago in Clients 0

    Tracking client Wealth

    Tracking client wealth is something of growing importance, for purposes of AML due diligence AND IHT and CGT. It can create opportunities and open up lines of communications with clients that might ordinarily get missed. I am preparing personal ba...
    Guest almost 2 years ago in Clients 0

    Change the date a progress was updated

    When the progress bar is updated [mostly for awaiting approval/awaiting payment] it would be useful to be able to change the date. Currently the date is set to the date of action which will match the date an email was sent to the client however if...
    Guest almost 2 years ago in Tasks & Workflow 0

    Frequency setting for custom, manually created tasks

    I would consider it helpful to have an option to allow custom, manually created tasks to have frequency setting present to them (daily/weekly/monthly/quarterly/annually). It would allow us to save time on creating new tasks by hand and ensure cons...
    Guest almost 2 years ago in Tasks & Workflow 2 Already exists

    Client Statements

    Enable bulk sending of client statements so you dont have to individually click email on each one. By queuing the emails you can still delete ones you didnt wish to send and this will save a lot of time.
    Guest almost 2 years ago in Invoicing & Finance 0

    Add Review step in the Autogenerated Tasks for Accounts, Self Assessment and Management Accounts.

    Currently When an Accounts/Tax return Task is Generated depending on what services are required. AM will create the following tasks. Bookkeeping, Accounts preparation, CT600, Self Assessment, Companies House Submission. etc It would be helpful for...
    Guest almost 2 years ago in Tasks & Workflow 5

    Allow the changed Dashboard setting to be saved ie you wish to save 4 week View on Dashboard

    No description provided
    Guest almost 2 years ago in Dashboard 0