It would be useful to be able to change fields directly from the Client listing, so that it isn't necessary to go into the full client record. I'm specifically referring to fields which have are in a drop-down format, such as the assigned manager/...

when you add time to a task, there should be an option to complete the task within the time recording section as well as having the option to update the latest action, instead of having to click into other sections of the website. this would be mo...

Many practices use AM and TaxCalc has to have a large percent of market share for Tax/Accounts prep. Once upon a time, there were plans to integrate the two TaxCalc practice management is terrible, and they would gain from having some integration

Timesheet segments are in 15m intervals, so if a box is clicked it will start at 00, 15, 30 or 45. If there is a time entry already recorded on a day, it would make sense for the next entry to automatically begin at the end of this previous entry....

It would be very useful to add the total WIP figure as an option on the client list screen for reporting. It would help understand at a glance client status and lockup.

I keep asking/pleading would it be possible for the developers to enable the General Notes for Payroll service tasks to be visible in the new view task list, they used to be visible as a pop up in the old view task lists, if you hovered over the “...

We have staff who have time off in lieu and then make up their time later. We need to see how much time the staff owes or company owes them. We had a meeting with Killian to try and find a way around this but no solution was found as minus hours a...

On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.

Being able to send out an NPS (net promoter score) survey every time a task is completed will allow a company to work out their NPS and compare this against all other firms and use it to benchmark their own customer satisfaction internally. It wil...

Add a function to highlight when an AML check is due