Business description available when creating a new sole trader client
Business description is a mandatory field for tax returns so when creating a new client as this is not on the first page this is often missed and you are then unable to submit the tax return without then going onto another page to add this data.
Parkers Accountancy
11 months ago
in Creating Clients
0
Awaiting Prioritization
I have a process of setting up meetings and I want to autofill a time for a meeting into emails, but I've had to manually add 24 hours of 15-minute intervals into a look-up table which took far too long. You could add this for everyone easily.
Client Portal to upload documents not necessary for signature
It would be great if the portal could be used to share all documents not just ones for signature. We send covering letters and it looks weird asking the client to approve the letter.
0
Awaiting Prioritization
