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Ability to download or print the firm risk assessment questionnaire and answers

AML regulator requests copy of firm's risk assessment annually and screen print unprofessional.
Grant Middleton about 2 years ago in AML 3 In Discovery

Ability to search emails synced with Office 365 within client dashboard emails that just listing

Easier to find emails for a client relating to subject rather than looking down whole list of emails for clients.
Guest about 2 years ago in Practice Management 3 Planned

Add notes fields/tab/widget within the prospect screens

There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
Alby Atkinson about 2 years ago in Client Management / Practice Management 1 Planned

Hourly basis proposal manager options

We work on an hourly basis and not fixed fee so the current proposal manager is not usable in its current form. Ideally we would like to select the different tasks or processes to complete for the client (exactly like what can be done now) to then...
Gareth Jones about 1 year ago in Proposal Manager 1 Awaiting Prioritization

Make the Trial Balance Tab Larger when preparing accounts!

once the trail balance is imported into the account during the preparation stage, the new window that opens is too small. Please make it so the tab's size can either be adjustment or is larger.
Guest about 2 years ago in  0 Planned

Key In Date of Birth

When adding a clients date of birth, why can't I just type the date in as opposed to having to find year, date and then month?
Andrew Barton about 1 year ago in Creating Clients 1 Already exists

Ability to set or change default review period for RAs and KYCs

Currently, all RAs and KYCs seem to default to 1 year for review. There is no way to change either the default period or the review date on the KYC or RA. A new manual RA or KYC needs to be completed. It is not essential for all RAs and KYCs to be...
Corinne Harper about 1 year ago in AML 0 In Discovery

The ability to run a comparative personal tax computation.

The ability to run a comparative personal tax computation.
Adam Owens about 2 years ago in Tax 1 Awaiting Prioritization

Automate your comms

Automate the sending of email/text messages.
Adam Owens about 2 years ago in Practice Management 1 Already exists

Ability to edit the default/master unincorporated accounts template in AP Essentials

Most small sole traders and landlords do not bother with a balance sheet and are happy just to approve a detailed P&L account. Also the ability to remove the word Chartered from the accountants report would actually make this product useable f...
Chris Pitsillides about 1 year ago in Accounts Production Essentials 5 Planned