Elements Ideas

Under one off billing types there is a sentence "Billed every year going forward" even when you choose one off cost. This should be removed as it is confusing for clients who only have a one off service.

It would be useful to be able to attach a screenshot of the provider training record or a certificate as evidence of the AML training undertaken by employees. This would help when we have a practice assurance visit so that the information is all i...

Having UTR and other client information (like NI Number or address) assists with looking up data against the HMRC portal or data across multiple platforms. We are downloading the tax return data from Iris and due to a lack of a unique reference, w...

To make adding properties for rental income, a postcode/address look up would be handy.

Can amend the order of partners to show the nominated partner first on the SA800 tax return.

It does not make sense to me why attachments to the return (e cgt comps) do not download as part of the return - its such a hassle to merge the pdf of the return with the attachment before sending to the client for approval.

It would be useful to be able to identify the potential PEPs from the ID checks without manually checking individual records. We don't seem to have visibility of these without checking at individual level.

Ability to see a list of the active clients that are counting towards the client limit, together with the date of the last filing for each client. This is not the same as the active client list as you might have active clients for whom you might n...

When other income is included in self employed accounts/tax return, the software assumes this is Coronavirus grant income and alerts you that box 20.1 is not complete. The other income can sometimes be grant income and the alert should be removed.