Elements Ideas

Zapier integration would help massively, particularly as we use different apps for different business purposes.

Either an option to send reminders manually or a periodic reminder for signatures where we can select the date/frequency mainly to make sure SATRs are signed to be filed on time.

I would like to create proposals from a mobile device (phone or tablet).

I would like proposals to be sent via my Outlook account so the prospect can see the email is from me.

I would like my Practice Management workflows to be automated to react for accepted proposals

We go through the trouble of entering this data on the import file (column B) and this should be brought in to the narrative part of the source data.

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.

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

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 ...

Ability to tick and mark multiple jobs as complete from the job/tasks page, as i am finding everything to do with practice management involves an excessive amount of clicking and going from page to page.