I have a lot of Canned templates, Finding the correct one can be a pain, especially with in the e-mail view for canned messages, as it in order created. I would be helpful if we have a category grouped messages. So if a need a self Assessment mess...

I understand I can only add a task to an incoming e-mail. It would be useful to be able to add a task to an outgoing e-mail. I might want it to be followed up in, say, 14 days, etc.

For a client she added driving licence documents today, but I received no notification, even though I set up the client and am partner. So I could be on the phone to her, or e-mailing her, asking for her driving licence details, when she has alrea...

I understand the quick search is limited to 6 results e.g. clients. It would be useful if this limit could be increased to, say, 20.

Whilst checking the tasks I noticed that AM does not include tasks for CS01 for LLPs. These are for LLP clients that were imported from Digita. On further investigation I found that the LLP Companies House numbers had not been imported. I guess it...

Within a workflow you come across times you have to create a new task that is outside the work flow. an example of this could be you are onboarding a client, then you have to set up a new tax. If you leave it within the onboarding workflow you may...

When creating an e-mail with custom template, Would be time saving to have an option to autofill the subject line

We had an audit from our accounting body, and one of the things they pulled that the LoE has to be default to the client. So it would should look like default details like Terms and Condition, then each service in turn required will have it own en...

improve the api link with trello to enable better management for tasks and keep both systems in sync.