It's great to be able to populate the additional search terms or additional description on large sections of the chart templates via the upload tool, however, if one were to make a mistake or decide it's not as useful as hoped, there is no way to ...

Users would like to have a token to add in the client’s name (who to address the letter to), instead of having to say, “Dear Client” or “To Whom it May Concern,” as these letters are generally addressed directly to the client. Ideally, this would ...

Users would like to have the ability to manipulate the margins on the letter within AgilLink, as it does not copy over margins from Word. The margins currently come out very narrow.

Firms would like to be able to edit the size of the firm logo as it appears on the cover page/letter, as it comes out very small, no matter the size of the originally uploaded logo.

When a client only has one journal to enter, the Id does not show up after it has been submitted. Or when it is the last journal entered, it just takes you back to the inbox.

We would like to to have the option to have transaction dates posted on the transaction date vs the statement date.

Currently the CNS balances on the AgilLink dashboard only display the cash balance in the account. There are additional funds in those accounts that are invested. It would be helpful if the entire balance displayed.

I noticed that in the morning when i work, everything works very smooth and quick. However, later in the day, it slows down, when i believe more people are using Agillink. More servers/ better servers for quicker load times.

Users would like to have the Vendor Email listed on the 1099 Transaction Report underneath the Address.

Currently when the SAG/AFTRA residuals statement image comes into AgilLink, it replaces the original deposit notification image from the bank that was tied to the "Incoming ACH" type. Users would like for this image to become the related image to ...