This was on the Roadmap, under consideration. Would be great to see this function

We do a notification when a workflow reaches the next person in the flow. We have to do this manually. It would be good to be able to pick a template of automate a notification i.e The accounts are ready to review to the next person in line, Simil...

I use Custom form for our annual review. But to access it I need go come out of AM go to portal and complete the form in there. It would be helpful that I can complete the form from Accountancy manager or to have a section (may be in resources) To...

We need the ability to set the sender of automated reminders to someone other than the task or client owner. As an example, we would like our payroll reminders to be issued from our payroll@ email address which is a shared email. We are currently ...

This will save time moving unlinked e-mails, and give a chance to see connected e-mails in one place.

We have a Payroll only e-mail, It would be good to allow e-mail in to AM from shared accounts connected to the original e-mail.

When client is completing a form, it would be good to have the option to link create a video so that we can do a video to help them through the form.

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