Add the ability to issue engagement letters to clients setting out what we will do and just as important what we will not do. Existing suggestions from professional bodies are far too long , so a simple summary is what is needed plus the ability to add extra paragraphs for those non standard issues.
This feature was promised as under consideration sine 07 July 2020, still this feature is not added.
This would be so useful to have.
Would add to this - disengagment templates and also request of information (to previous accountants) templates
Mail merge ability is currently under consideration.