There are too many default templates users do not need after they have selected the ones they want to use. It would be useful to have the possibility to hide the default templates not needed to find your way around them more quickly. Or, just like...

When logging in, you first select your email address and then on the second screen the cursor should automatically be on the password field ready to enter the password,

For tasks linked to custom created services, so which are not linked to a Companies House or HMRC official deadlines, it would be very useful to be able to change the deadline date of the task. As the system works now, the 'next due' date can only...

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...