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...

I have been linking documents to tasks but it almost feels pointless to do so at present. When I review my tasks page i have to revert back to the client page then documents to see related task documents. If when i select a task it shows the docum...

Can currently only link one email to a single task Would be better to be able to link multiple to show history of a job

We would like the ability to rename tasks that are automatically generated by a service. For example, we currently have the Accounts service activated. We do not want separate tasks for accounts preparation and accounts submission, so we have disa...

At the moment when you create a task from your notifications, that task stays in your notifications and you have to manually archive it. I think it would be a good idea for that Task to automatically be archived once the Task has been created. Thi...

We cant see that there is a way to updated the estimated time for the automated task other than ammending individually which is not ideal, can we add this as a feature so it will pull through the estimate ie limited company accounts should take 4 ...

Currently there is no way to see whether a queued email has an attachment without opening the individual email. Users would like an attachment indicator (either a standard attachment symbol or the filename) visible directly in the queue view, to h...

When uploading documents to the portal that it goes to all contacts, so all directors etc are notified and then log in to the portal to access the documents. It's annoying that we have to add the second director to the email which has been queued....

Make changes to the client portal webpage so when viewing on a mobile device the homepage looks the same in portrait or landscape view. Currently in portrait view there is not account icon and the 3 white line for the menu are not in the header bu...

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...