Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...

Esign reminders are currently prepared and polled 24 hours in advance before sending. If a client signs a document within this time, the reminder is still sent unless manually cancelled. An easy change would be to be able to set a custom creation ...

It would be great to be able to allocate time against a bill of a different client, for example, when time has been posted to an individual partner but the partnership is the one that's billed. At the moment, you have to individually move each tim...

To add the option to have more than just one PAYE frequency, for clients who have employees that are paid both weekly and monthly. Then If you want to email a specific message to clients who pay employees weekly, it would be useful to be able to f...

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

The report would help to identify low/high value clients.

It would be good for the Managers to get a notification of end of year accounts a couple of months after the year end so they can give the client a nudge. We do no use automated emails to client as we prefer a personal touch from our Manager liste...

It would be more efficient if we could have the option to add a second signatory when uploading bulk documents for signing. Currently when you select "Request E-SIGN for documents" it only defaults to the main contact! This would be of great benef...

At the moment when you create a task from your notifications, that task stays in your notifications and you have to manually archive it. I think it would be a good idea for that Task to automatically be archived once the Task has been created. Thi...

I would suggest that you should be able to customise the task progress options, for example add manager review, partner review, etc rather than just to be reviewed and reviewed.