Ideas

Taxfiler has the ability to archive individual client data files so that we can delete any client to protect sensitive information or remove clients. It also had the feature to restore any archive file for future use and/or if a client reengages y...

Please can permissions be individually set, instead of levels such as being able to Check but not Delete.

Is the above possible? When you add a self employed page to a self assessment tax return can the software automatically add the NI page?

I would like to be able to apply discounts on the proposals!

I would like to be able to set my own default on the home screen as to when RA or ID checks are due. They both sit at 28 days all the time. If I only see a client quarterly, to tell me he needs a review in 28 days means I could have missed an oppo...

I have run my first RA and cannot believe that I have to manually note down all the details, and the type in into the report. Surely it can all be pulled into the report? All the data is there! I may as well do it in Excel!!

To be able to report statistics on the number of PEP and Sanction list clients after ID checks have been carried out. This is needed for compliance reporting.

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...

In Asset Movement tab of Capital Allowance, I have to enter the details of each asset one by one. It would be faster if the system allow a list of assets to be imported to the system from a CSV or excell file.

In Taxfiler, there is Diary tap in home page, it shows all the Type with their due date. This system helps to see which accounts or tax returns are due and when. Please add this function in home page of Elements too.