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Practice Management

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Export clients to excel

To include columns whether clients returns have been submitted/ accepted to HMRC or Companies House so you can easily reconcile all clients to see if you have many outstanding left in different tax years or months.
tom rogers about 2 months ago in Client Management / Practice Management 1 In Discovery

Diary

Deadline Diary. Reminder. Daily tasks page.
OTILIA FLOREA about 1 year ago in Practice Management 4 In Discovery

Dark Theme

Allow settings to be changed to dark theme.
Nichola Tunstall about 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 5 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 6 months ago in Practice Management 0 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 6 months ago in Practice Management 0 In Discovery

Task Calender/list

Only showing tasks on the calendar/task list for individuals at that job stage rather than showing all job stages even if overdue. This should stop the 'clutter' and multiple jobs stages showing up for one client if the job is overdue.
Guest 7 months ago in Practice Management 1 In Discovery