Clients

Sometimes client records get duplicated and have to be archived, however when you then try and link clients together there is no indication as to which record is archived - can this be added?

BTC lists "British" in a dropdown of nationalities in a way I do not have to search for it - I have it already there; it is a nice touch on BTC's side. Can Bright Manager do the same, please? It is not a huge tweak to be made, I imagine, but it co...

In Clients view, it would be useful to be able to right click on a client to be able to open a separate tab which lists all the live tasks for the clients. To see all tasks allocated to a client, at present, one has to either open a separate windo...

Set automated custom VAT start date. Would also be nice if there's a way to inform the clients exact period for which a VAT return or accounts are being prepared when sending a records request.

I typically send clients a PDF with instructions on how to grant accountants access to their HMRC account online, rather than sending a 64-8 form. I would like to include this as a template in my Proposals.

Tracking client wealth is something of growing importance, for purposes of AML due diligence AND IHT and CGT. It can create opportunities and open up lines of communications with clients that might ordinarily get missed. I am preparing personal ba...

If possible on the overview page it should be possible to move the client back to the global settings here on an individual basis, and multi select too.

Under Settings > Automation Settings a list should be available (maybe on a tab) to show which client is currently on Custom Automation days and what service of theirs is affected.

When any change is made to the client’s automation days the change details, time, date and staff users name should be captured on the Timeline.

% will be helpful in the client profitability. That information is already included Tools/Profitability