UKI Compliance Ideas Portal

The ability to see all clients tax returns and accounts & the status of them in one location

As a user I need to manage dozens if not hundreds of clients, I need a simple view where I can see them all in one place, with the ability to filter and sort.

This will help me prioritise, manage my work and keep on top of deadlines better.

  • Steve Cartlidge (Product Manager for Compliance Apps)
  • Jun 7 2024
  • We're Taking A Look At This
Other
  • +11

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