Adding client id along with client name in individual client portal
Currently, our system displays only the client's name, making it difficult to cross-reference and locate supporting papers saved under client IDs. This often results in time-consuming searches and potential errors in document retrieval. Proposed S...
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...
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.
0
In Discovery
6
In Discovery
0
Awaiting Prioritization
