When creating a new client in Dext, it would be really useful to have the option to set firm-wide default company codes (tracking categories).

At the moment, every time I create a new self-assessment client, I have to upload the same list of company codes and edit them again. As a bookkeeping firm, we use these codes across the majority of our self-assessment clients, so this is repetitive and time-consuming.

It would be great to have a master list of company codes at the practice level that is automatically applied to new clients, with the option to edit or override them for individual clients if needed.

This would save setup time, ensure consistency across clients, and reduce the risk of errors or missing codes.