Client approvals
The software should be more streamlined in sending documents for approval, obtaining that approval and recording it on the system and then permitting the submission of those documents on the clients’ behalf.
This should apply to Accounts production, corporation tax and personal tax at least.
I appreciate users may have their own methods but what seems missing is a specific ‘send for approval’ and marking of ‘approval given’. If One lick is used then this should flow back to populate an approved box.
Thanks
Dave
Dave Fields
shared this idea
Thank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA