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Make it clearer that submitted risk assessments require a review from MRLO

I would like the risk assessment completion journey to be clearer in explaining that submitted risk assessments will then require MRLO review. Changing the "Submit" button to a "Submit for MRLO review" would be perfect. Extract from customer call ...
Rob Millen over 2 years ago in AML 0 Released

Practice Management x Proposal Manager integration (business info)

I would like to create proposals based on existing prospect / client data that exists in the Practice Management client list.
Rob Millen over 2 years ago in Practice Management / Proposal Manager 0 Released

Can the Tax Computation be labelled as an SA302

Can the Tax Computation be labelled as an SA302? This is required when banks request to see a copy of the tax calculation.
Jenny Strudwick over 2 years ago in Tax 0 Released

Create a proposal when viewing a prospect / client in Practice Management

I would like to be able to generate a proposal when viewing a prospect (or even a client) when viewing the entity details in Practice Management
Rob Millen over 2 years ago in Practice Management 0 Released