Submit Idea
SUBMIT IDEA

All ideas

Showing 261 of 261

CGT account details

Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
Sarah Lacey over 2 years ago in Client Management 2 In Discovery

Export Job List

Jobs can be filtered depending on the type of job and date however there isn't any way it can be exported to excel/csv/pdf. Would be useful to be able to print the list/report at times.
Ryan Munt about 1 year ago in Practice Management 2 Already exists

Practice Logo in emails sent to client

Each time we activate an account for a contact, we have to phone the client to tell them they should login to their portal. Otherwise, without reding they consider the email as junk. Please add the facility to allow the practice to add their logo ...
Aziz over 2 years ago in Practice Management 0 Awaiting Prioritization

Control over client activation email

Atm, we click a button, and hope client gets an email which we can't control in anyway. If they don't obviously get it, they ask what it should look like...we don't know as we can't see it! Senta has this much better, where clicking activation sen...
Guest over 1 year ago in Practice Management 0 In Discovery

Ability to Google search an individual or business

In an AML context, it would be good to be able to quickly perform a Google-style search against a client. e.g. Danny McGrath is a director of ABC Widgets Ltd. Can we quickly do a search for "Danny McGrath ABC Widgets Ltd OR Limited" to see if ther...
Danny McGrath almost 2 years ago in AML 1 Awaiting Prioritization

Ability to prepare audited accounts

Please make this available ASAP.
Guest over 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

Trading Address

It would be good to be able to have the option to create a 'trading 'address in addition to the options for 'primary', 'billing' etc
Stephen Pickering 7 months ago in Client Management 3 Planned

Right click - Open link in new tab

All pages of the TaxFiler site could be opened by right clicking on the link and selecting "Open link in new tab". This was a very convenient way of navigating around the site, and it would be improve Elements as this option is not available when ...
Chris Burgess about 1 year ago in Client Management 0 Already exists

Proposal Manager - allow proposals to be edited at different stages of the process

I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes almost 2 years ago in Proposal Manager 1 Awaiting Prioritization

Filter client list by AML attributes

Can you add a way to filter by AML ie. risk levels, missing risk assessment etc.
james cannaford almost 2 years ago in AML 1 Planned