All ideas

Is it possible to have information from a partner, e.g. income from property, copied to the other partner without having to re-enter all the information?

The ability to send a tax return Street to document management and request a signature all on one screen.

I would like proposals to be sent via my Google account so the prospect can see the email is from me

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.

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.