I'm unsure if this is already there but I can't seem to find it - better view of emails within a client tab - auto save email attachments into the documents section under an email attachments folder - ability to create a task directly from email a...

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 ...

As with the 64-8 , can the agent services account be connected to BrightManager which will smooth out MTD ITSA, VAT and CGT authorisations?

The meeting calendar would me much more useful if it synchronised with office/teams

Either into the timeline or under its own tab. Much more useful than SMS integration. Used by 75% of clients (no matter how much I continue to use email!)

Many practices use AM and TaxCalc has to have a large percent of market share for Tax/Accounts prep. Once upon a time, there were plans to integrate the two TaxCalc practice management is terrible, and they would gain from having some integration

AI and custom apps are now becoming more common. While Zapier does a fair bit, it lacks some of the features that a REST API would allow. For example, we can create a new client in Zapier, but we can't link the LTD Main Contact to the SA record of...

It would be amazing to get an integration between the task list and BrightPay/BrightPay Connect. Automation makes my life so much easier as a single person payroll bureau, and this would reduce me having to flick between both software all the time...

The data fields that are currently available to Zapier are fairly limited. There is quite a lot of information collected in our CRM that I want to push into AM when a prospect becomes a client that I still have to do manually, and similarly data w...