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PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...
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PINNED BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...
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    BrightManager Public API — Read-Only (Clients & Tasks)

    We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...
    Mike Turner about 3 hours ago in Integrations  / Reporting 0

    Job Stage update from timesheet

    It would be useful to be able to update the job stage when you are filling in time on the timesheet.
    Guest about 2 months ago in Tasks & Workflow 1

    Custom reports

    We should be able to add columns to pre-existing reports eg. adding the date and full description columns to the 'chargeable v non-chargeable report' etc reports should have more customization options
    Guest 7 days ago in Reporting 0

    Add filter by date/client in cleared work in progress tab

    I can no longer open the cleared work in progress screen. My guess is that this is because there is no option to filter before trying to open and it now has such a huge quantity of data - literally everything since we started using you - that it’s...
    Guest 10 days ago in Time 0

    Client List - differentiate between a Director Self Assessment & Individual/Sole Trader Self Assessment

    It is not possible to differentiate between a Director Self Assessment Client and an Individual/Sole Trader Client when sending a bulk email to self assessment only clients as they all use the Self Assessment Service which is the only field you ca...
    Guest 6 months ago in Clients 0

    Ability to link multiple email addresses to a single client record

    We regularly work with clients who have multiple companies alongside personal tax affairs, and it is common for them to use different email addresses for each entity. Currently, BrightManager requires a single email address per linked client recor...
    Victoria 4 months ago in Clients 0

    Allow clients to delete documents they uploaded to portal

    It would be useful if clients had the ability to delete anything uploaded in error. This is time consuming for us as accountants as currently the client has to contact us and ask us to delete. This weekend a client had uploaded the same bunch of d...
    Guest about 2 months ago in Client Portal 0

    Connection to Agent Services Account with HMRC

    As with the 64-8 , can the agent services account be connected to BrightManager which will smooth out MTD ITSA, VAT and CGT authorisations?
    Guest 24 days ago in Integrations 0

    Link from HMRC

    To have Bright Manager link to HMRC record for Self-assessment clients to populate a field "HMRC expects payment of £"
    Guest over 2 years ago in Clients 7 Planned

    Improve Timeline View

    The timeline view has too much detail and is hard to find a specific item you want. An option for single line view, and additional filters, to highlight emails with attachments, task changes, and automatic emails, would make it easier to navigate.
    Guest 10 months ago in Clients 0 Planned