Ability to add your own client risk assessment template
MLR specifiy that money laundering needs to have relevant risk assessments. This is not possible when i have to answer a lot of unrelevant questions for my clients.
System should allows to override the Bookkeeping freuncy. For example it should allow to change the frequency to 2 monthly, 3 monthly or in every VAT quarter.
Ability to add notes and set tasks with due dates. Having the ability then to check your task list to see your work queue for that day as well as it being a prompt to nudge the client if we await documentation.
