Once Client has completed an custom form. Then have the option to ask the client to signed. An example this may be a the client fee is taken from Tax refund and client confirming there bank details for the refund.

At present when you do a workflow you can select an e-mail in the sequence. The choice of templates for this e-mail comes from the canned section in templates. The problem with this way of doing it, is you have to have place holders for the workfl...

We have to do internal audits as part of out compliance. Custom forms are by Client. It would be great to be able to design our own internal audit form and it is accessible from the main menu, maybe under resources

It would be great to have a training log, where each staff member can log there CPD information.

#With in the workflow. Not all section need to be completed. If you have a hide function depending on an Yes/No answer earlier in the Workflow. So in onboarding Workflow, You can have a question saying if VAT is required (Yes/No). If it a Yes, the...

I need to be able to remove the repetitive monthly tasks from the task list without having to filter.. most importantly the PAYE as it always takes up pages of the next task but the frequency of its repetition and the space it takes up prevents me...

In time log you have a section called Type. Which you can split the time to types of work or department. You can go to setting and change/add the types making it bespoke to your business . The idea is use this bespoke list to be able to track time...

On the new timesheet function you can allocate the time to client and open task. Would be nice to do this in time log.

Seeing who created the task in your task list would be useful.