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Clarify monthly payment as a gross amount on the proposal

When creating a proposal, the monthly recurring amounts quoted are NET of VAT and therefore will not match the monthly DD amount that a client is required to pay potentially leading to confusion or worse. I would like the GROSS monthly recurring a...
Rob Millen 3 months ago in Proposal Manager 1 In Discovery

URL link for client visible in client list

Each client has a unique link in the browser web address. It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns
Guest 4 months ago in Client Management 0 In Discovery

Offboarding sequence

Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Guest about 2 months ago in Relationships 2 In Discovery

KYC - Editable

It's quite annoying that you can't edit the KYC data once completed. You have to go through the whole process again. Which is time consuming and unnecessary when you just need to update one or two sections.
Jane Rigley 10 months ago in AML 3 In Discovery

Social Media AML Checks

Addition of social media checks for AML searches.
Nicholas Prior 3 months ago in AML 1 In Discovery

Control over client activation email

Atm, we click a button, and hope client gets an email which we can't control in anyway. If they don't obviously get it, they ask what it should look like...we don't know as we can't see it! Senta has this much better, where clicking activation sen...
Guest almost 1 year ago in Practice Management 0 In Discovery

Client take on data entered gets copied to Information tab

When 'filling in a form' for VAT, PAYE, etc this data should be added to the clients Information tab.
Guest over 1 year ago in Practice Management 0 In Discovery

Dark Theme

Allow settings to be changed to dark theme.
Nichola Tunstall over 1 year ago in Practice Management 5 In Discovery

Adding client id along with client name in individual client portal

Currently, our system displays only the client's name, making it difficult to cross-reference and locate supporting papers saved under client IDs. This often results in time-consuming searches and potential errors in document retrieval. Proposed S...
Binu Jacob 6 months ago in Practice Management 0 In Discovery

Ability to tick and mark multiple jobs as complete from the job/tasks page.

Ability to tick and mark multiple jobs as complete from the job/tasks page, as i am finding everything to do with practice management involves an excessive amount of clicking and going from page to page.
Parkers Accountancy 7 months ago in Practice Management 0 In Discovery