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Ability to add supervisory body to list in practice details

in the list for supervisory bodies in practice details, can you add the Institute of Financial Accounts IFA.
Linda Hodgkinson 12 months ago in Accounts Production Essentials / Accounts Production Professional 0 Awaiting Prioritization

Download policy

when authorities such as HMRC or AAT want to see your policies - I can not send them as currently not an Option to download.
Guest 12 months ago in AML 1 Planned

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

Electronic checks

When the button for electronic check is pressed - system to ask if sure - so that not done by accident.
Guest about 1 year ago in AML 1 Awaiting Prioritization

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 about 2 years ago in Accounts Production Essentials 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

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

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 about 1 year ago in Client Management 0 Already exists

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