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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 almost 2 years ago in AML 6 In Discovery

Right click - Open link in new tab

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 ...
Chris Burgess 12 months ago in Client Management 0 Already exists

Be able to select a date range for the Activity tab analysis

When discussing accounts with clients it is useful to have this information for the accounts year.
Grant Middleton almost 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

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...
Binu Jacob about 1 year ago in Practice Management 0 In Discovery

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest about 2 years ago in Practice Management 0 Awaiting Prioritization

Automated proposal follow up

I would like to choose if / how / when my proposals are automatically chased for a response.
Rob Millen about 3 years ago in Proposal Manager 0 Awaiting Prioritization

Option to show / hide pricing when creating a proposal

I would like the option to hide pricing info when creating a proposal
Rob Millen about 3 years ago in Proposal Manager 0 Awaiting Prioritization

Update KYC and risk assessment

At the moment to update a KYC and risk assessment you have to rewrite it all - need to be able to update the original - save each version.
Guest about 2 years ago in AML 0 Awaiting Prioritization

Printing or downloading assessments

KYC and risk assessments - at the moment they can not be downloaded or printed off other than via screen printing.
Guest about 2 years ago in AML 2 In Discovery

Search client

Currently to Start ad hoc job, you have to select the client from drop down menue. A search box can speed up the client selection.
Aziz about 2 years ago in Practice Management 1 Awaiting Prioritization