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Practice Management

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Ability to search emails synced with Office 365 within client dashboard emails that just listing

Easier to find emails for a client relating to subject rather than looking down whole list of emails for clients.
Guest about 2 years ago in Practice Management 3 Planned

Add notes fields/tab/widget within the prospect screens

There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
Alby Atkinson about 2 years ago in Client Management / Practice Management 1 Planned

VAT amount payable

When we send an from a template confirming the VAT amount due and the quarter it relates to, it would be useful if you could populate these details in the job/task so it feeds through as a placeholder.
Claire Agasee about 1 year ago in Practice Management 1 Awaiting Prioritization

Upload Tax Return into Documents

Rather than having to download a PDF and then upload into the Documents section to email to the client, it would useful to allow them to be stored there by the click of a button.
Claire Agasee about 1 year ago in Practice Management 1 Awaiting Prioritization

Task Calender/list

Only showing tasks on the calendar/task list for individuals at that job stage rather than showing all job stages even if overdue. This should stop the 'clutter' and multiple jobs stages showing up for one client if the job is overdue.
Guest about 1 year ago in Practice Management 1 In Discovery

Automate your comms

Automate the sending of email/text messages.
Adam Owens over 2 years ago in Practice Management 1 Already exists

Task commencement and due dates should be based on date job comes in.

It does not make sense that the commencement and due dates of tasks are based on the job year end. You cannot start a jobs until you have received the records from a client, so the task commencement and due dates should be based on the date record...
Guest almost 2 years ago in Practice Management 0 In Discovery

Practice Manager appointment Booking

We are currently swiching between our appoinmtnet system and IRIS Elements. It will help the orgnisation of the practice if the appointment booking system like outlook calander is added to practice manager to book appointment and send SMS reminder...
Aziz almost 2 years ago in Practice Management 0 Awaiting Prioritization

Bookkeeping Frequency

System should allows to override the Bookkeeping freuncy. For example it should allow to change the frequency to 2 monthly, 3 monthly or in every VAT quarter.
Aziz about 2 years ago in Practice Management 1 Already exists

Not automatically set up a job for a sole trader - duplication of individual job

Where you have to create a new client for a sole trader to be able to enter the details in the individuals tax return, that then creates new jobs/tasks for client take on etc which are already there for the individual. Where I imported all my clie...
Tara Hotston about 2 years ago in Practice Management 0 In Discovery