All ideas

Showing 182 of 182

Ability to mark a Ltd company as dormant

Would be useful to have a Ltd company showing as dormant so can easily see dormant accounts to be submitted and also maybe a filed on the client information tab to show if dormant and/or date started trading.

Chloe Burkin about 1 year ago in Practice Management 1 Awaiting Prioritization

3 VOTE

Ability to redact pages

I have a small sole trade that has no balance sheet but I cannot simply remove that page, we need the ability to untick pages.

Wayne Glenton about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

3 VOTE

Add P11d as a service

Need to have P11d as a service so this will create a job with deadlines etc.

Chloe Burkin about 1 year ago in Practice Management 1 Awaiting Prioritization

3 VOTE

Enable privacy groups for certain clients and users

We have certain clients whose information is private and should not be seen by all users within our firm.

Guest about 1 year ago in Other 1 Planned

1 VOTE

Download policy

when authorities such as HMRC or AAT want to see your policies - I can not send them as currently not an Option to download.

Guest 5 months ago in AML 1 Planned

2 VOTE

Upload PDFs for Policies

Instead of copying and pasting or using the pre installed template, it would be so much easier and quicker if we could just upload existing documents into the policies and procedures section for practice compliance.