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Email signature personalisation

It would be useful to be able to replicate our email signature from outlook in elements so that clients can see that the emails have been sent from us and are legitimate. I can't currently figure out how to add pictures in to the signature settings.
Kelly Scutt 12 months ago in Practice Management 0 In Discovery

Ability to sort client list by surname

When using Tax the client list sorts by first name, I would prefer by surname or the ability to choose.
Craig Thornton over 1 year ago in Client Management 0 In Discovery

Additional column/ free space

We need more additional column under general information section to keep clients additional information, such as notes, log in details, etc
Rinoos Dawood about 1 year ago in Creating Clients 1 In Discovery

Nationality section

When setting up a new tax client give the options of inserting more than one nationality for dual nationals. Also be able to insert "not known" or leave blank if this information is currently unavailable. And to have the ability to edit this secti...
Andrew Baker 7 months ago in Client Management 0 In Discovery

Improve work queue navigation

Currently, it's very difficult to determine which page you're on for the work queue, Improving/highlighting the current page would improve usability and productivity.
Andy Shepherd about 1 year ago in Practice Management 0 In Discovery

Social Media AML Checks

Addition of social media checks for AML searches.
Nicholas Prior 7 months ago in AML 1 In Discovery

Right click - Open link in new tab

All pages of the TaxFiler site could be opened by right clicking on the link and selecting "Open link in new tab". This was a very convenient way of navigating around the site, and it would be improve Elements as this option is not available when ...
Chris Burgess 10 months ago in Client Management 0 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 10 months ago in Practice Management 0 In Discovery

Being able to store a PDF copy of risk assessments

Currently it is not possible to download or print off client risk assessments. This means that if my AML supervising body required evidence of the risk assessments I wouldn’t be able to send them a copy. Neither would I be able to keep a copy if I...
Guest over 1 year ago in AML 6 In Discovery

Add 'time' to the lookups in PM

I have a process of setting up meetings and I want to autofill a time for a meeting into emails, but I've had to manually add 24 hours of 15-minute intervals into a look-up table which took far too long. You could add this for everyone easily.
Lucy Browne 11 months ago in Practice Management 0 In Discovery