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.
Guest
This feature was promised as under consideration sine 07 July 2020, still this feature is not added.
Attachments Open full size
This would be so useful to have.
Attachments Open full size
Would add to this - disengagment templates and also request of information (to previous accountants) templates
Attachments Open full size
Mail merge ability is currently under consideration.
Attachments Open full size