Clients

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.

Would it be possible to have the manager name next to the client name when the search bar brings up suggestions when searching for a client

To have Bright Manager link to HMRC record for Self-assessment clients to populate a field "HMRC expects payment of £"

At present, we have to manually check HMRC to confirm whether a client has an outstanding Self Assessment balance. If BrightManager could pull in the SA liability amount directly from HMRC (with client authorisation) and display it within the clie...

We recently signed up a ltd company with two directors, both want to be treated as equals, no buts or ifs, both should get the same email at the same time, same document uploaded at the same time, call it what you will, all in equal measures, alwa...

Be great for automated chases on Letter of Engagement not signed. sometimes clients sign the T&Cs and not the LoE or portal sign in

MTD threshold box to have a less than £20k turnover option - can't understand why it hasn't been added with the other boxes. We understand there is no date for these but it would still be useful to keep track of them.

Being able to send out an NPS (net promoter score) survey every time a task is completed will allow a company to work out their NPS and compare this against all other firms and use it to benchmark their own customer satisfaction internally. It wil...

It would be useful to be able to change fields directly from the Client listing, so that it isn't necessary to go into the full client record. I'm specifically referring to fields which have are in a drop-down format, such as the assigned manager/...

It would be useful if the staff associated to the client in staff tasks were notified of clients uploading documents not just the manager of the client as it is more relevant to them.