Other

Similar to the current email template feature, there should be a letter template feature which allows us to create letters for clients, individually or in bulk, using pre-created or custom templates. For Bright to be our sole client database, havi...

It would be nice to view or have access to the client portal in order to assist them.

Is it possible to add a practice name when sending out SMS messages? Some clients have reported messages received (reminders / Meeting invites etc) being designated as Spam. This would prevent Clients ignoring messages.

Using AM on mobile browsers just doesn't work, an app that would allow: Access to client info View tasks Add tasks Add notes For when I'm not at the laptop but I want to add something.

Be able to group staff; e.g. Tax team / accounts team/ managers / or whatever you like. The ability then to allocate sub-tasks to a group rather than individual staff members.

Timeline is a fantastic tool, albeit missing a few features to make it even more inclusive. Users have commented on Timeline standard view being flag format, not being easy to scan read. Could an option be added to provide switching to single colu...

Make it possible to upload documents, so all of the clients of certain client types (e.g. limited company, self-assessment, sole trader) can access guides (or this type of document) without us having to upload them individually. Custom forms can b...

To support Prospect Follow Up notification, add (or replace with) a Prospect Follow Up email that uses a standard template like other AM emails - this could be automated to save time in following up manually.

BrightManger integrates with the Irish Company Registrations Office (CRO) where it pulls in Annual return date, Incorporation date & Registered Office. The system should also be able to pull in 'Company Secretary' and names of Directors as thi...