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.

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

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?

Is there a way that tasks don’t appear for clients that are prospects? Seems to clog up the list when we can’t work on them yet.