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Elements Ideas

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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 over 1 year ago in AML 2 Awaiting Prioritization

Personal tax comp

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

Ongoing monitoring of clients to check as an example all individuals and flag any PEPs or clients on Sanctions

A lot of Professional bodies are asking Accountants to PEP check all of their individuals
Guest almost 2 years ago in AML 0 Awaiting Prioritization

Proposal Manager x Google Workspace integration

I would like proposals to be sent via my Google account so the prospect can see the email is from me
Rob Millen over 2 years ago in Proposal Manager 0 Awaiting Prioritization

AML Elements - Group/client permissions

Please can permissions be individually set, instead of levels such as being able to Check but not Delete.
Guest over 3 years ago in AML 0 In Discovery

Notes and tasks

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.
Renn Love 10 months ago in Practice Management 1 Already exists

AML RA Not required option

On the home Screen could another option be added to show that an RA is not required for this client. So yo end up with High, Normal, Low, Not required and no risk - ie last category are awaiting for RA to be performed.
Caroline Gudgeon over 1 year ago in AML 2 In Discovery