It would be useful if you could add/move/click/drag/insert subtasks groups and subtasks with more flexibility. For instance, when adding a new subtask or group, it would be great if you could insert the new item above or below and existing subtask...

Currently you can complete a price under the service in the services section on the client folder. This appears in the task. I would Like the combined Pricing to appear. If I put a price of account at £100, and payroll at £50. The only price appea...

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.