It would be useful if the staff associated to the client in staff tasks were notified of clients uploading documents not just the manager of the client as it is more relevant to them.

Could we have a deselect all/select all button at the top of the client list for emailing? I appreciate we can filter the client list as much as possible but there will still be times when we want to select certain clients to receive a bulk email.

It would be great to be able to create letters for posting within AM, using the data already held. Not only would client addresses etc be pre-populated, but the letters would be retainied 'in the cloud'

It would be very useful if a task was auto generated to remind us to follow up on expired ID's (POA and Photo ID's) once AML is done for a client.

If a task has been completed, staff are unable to post time to that task. This makes sense in theory, but does not work if staff are posting time entries late. If staff are catching up with time at the end of the day, the task will not be in the d...

Auto-emails should be sent out to clients who have PAYE as an active service, requesting the PAYE references the same as they are for missing UTRs, Companies House authentication codes etc.

Could we have a feature to hide folders from clients as well as specific documents.

When uploading documents I usually want to be able to amend the email that is to be sent notifying the client of the document. It would be useful to go straight that email.

Provide reporting on estimated vs actual time taken on tasks and analysis of averages etc to allow for review and adjustment of fees.

Either into the timeline or under its own tab. Much more useful than SMS integration. Used by 75% of clients (no matter how much I continue to use email!)