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Proposal Manager x Office 365 integration

I would like proposals to be sent via my Outlook account so the prospect can see the email is from me.
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization

Practice Management x Proposal Manager integration (workflow setup)

I would like my Practice Management workflows to be automated to react for accepted proposals
Rob Millen over 3 years ago in Practice Management / Proposal Manager 0 Planned

Job Timer

Basic timer to track time spent on specific jobs for clients, where being billed hourly.
james cannaford about 2 years ago in Practice Management 1 Awaiting Prioritization

Ability to have important notes on client dashboard

Some notes made on client records are more important than others and it would be useful if you could select important notes to appear on the client dashboard as not everyone will check the notes tab before doing some work on the client. Notes such...
Grant Middleton about 2 years ago in Practice Management 1 Awaiting Prioritization

Being able to store a PDF copy of risk assessments

Currently it is not possible to download or print off client risk assessments. This means that if my AML supervising body required evidence of the risk assessments I wouldn’t be able to send them a copy. Neither would I be able to keep a copy if I...
Guest about 2 years ago in AML 6 In Discovery

Email Accounts & Tax Returns (Sa100/CT600) for approval

Users have to download accounts and tax returns to their computer to be then able to send for approval to a client. An email feature should be available to easily send accounts and tax returns to clients with a pre-written email. Users can amend t...
FARUK KALAYCILAR over 1 year ago in  1 Planned

Additional column/ free space

We need more additional column under general information section to keep clients additional information, such as notes, log in details, etc
Rinoos Dawood over 1 year ago in Creating Clients 1 In Discovery

Notify of Expiry ID Data

To be able to get a notification when key ID (Driving Licence, passport etc) is due to expire would be brilliant. We put the expiry date in, yet we cant use that data to work for us to be proactive?
Caroline Gudgeon about 2 years ago in AML 4 Planned

Pie chart of accounts jobs

It would be useful to have the pie chart for accounts jobs too so that they can easily be identified as to the stage in the same way as self assessment and corporate tax returns
Paul Whitehill about 2 years ago in Accounts Production Essentials 1 Planned

Ability to set or change default review period for RAs and KYCs

Currently, all RAs and KYCs seem to default to 1 year for review. There is no way to change either the default period or the review date on the KYC or RA. A new manual RA or KYC needs to be completed. It is not essential for all RAs and KYCs to be...
Corinne Harper over 1 year ago in AML 0 In Discovery