Majority of the clients are okay with receiving email reminders over the weekend. For those who prefer not to be contacted over the weekend it would be nice to opt them out in automation settings.

Add additional ways to select client such as internal reference on time log.

When adding notes to tasks, the progress notes disappear once a task is complete. This suggestion is to add a new note type that can be added from the client record which remains in place after the task has been completed. I think this needs to be...

If the Workflow is turned on then the hide/remove the Hide Task Progress option from Settings.

Assigning multiple clients to the same task, when updating timesheet. Currently it it quite time consuming to put individual clients, for the same task that I have completed for multiple clients.

Currently only the person who sent or received an email can reallocate emails from being allocated to clients. It would be useful to allow the Client Manager the option to remove irrelevant emails from the Client timeline rather than relying on ot...

At present the Account Preparation task is generated with the final CRO B1 annual return date as the deadline date. There is no option to change the deadline date, such as for regulated entities whose accounts needed to be signed off within six mo...

When I select to filter tasks by Accounts Irish it shows me both the Accounts Preparation and CRO deadline task. There is no build in option to allow me to only see the Accounts Preparation task

When creating a recurring task the only date options are to enter the task creation date, and the days until the deadline. It does not allow you specify the deadline date, say 30th of June. Specify deadline would be more useful that having to calc...

We dont need email for each upload. For example, an accounts pack required at least 5 documenst upload which means 5 different emails generated for the same thing that we need to delete.