The current client list allows you to search by client name only. What if I received a letter from HMRC displaying only the client's VAT registration number? This is the case with the penalty letter points that HMRC recently sent to accountants, which only display the client's VAT registration number.
The system should have a drop-down menu that allows the user to choose the search criteria. e.g. search by UTR, VAT number, Post code, Phone number.
please add option to view recent cases. Taxfiler had this option. it's very easy view the recent working clients on top of the list