Administration

Currently there is only one way to mass import clients and that is through the template import spreadsheet, which is fine. However when taking on a block of clients from another accountant, if that accountant is also using Bright Manager its an ex...

add the client code that is in the url automatically to a field named 'client code'

These are personally identifiable information as per GDPR, and staff members who deal with limited company clients only do not need to have access to personal information relating to directors of the same companies.

Is it possible to only receive notifications for actual client emails (i.e filter out any emails where the email address is not within the system as these email cannot be viewed and read within the system anyway) as the admin to archive all the no...

When an Accountant adds a new Service to a Client File mid year they would like to have the option of sending out the LoE for only the Service added rather than sending the entire LoE again.

Add user level permissions to: Restrict Access to Workflow Manager Prevent users from creating Workflow Templates Prevent users from making global changes to Workflow settings Prevent users from making changes to Client level Workflow settings Res...

It really doesn’t make sense that when the AML or credit checks are completed it’s not obviously marked when clicking into the client. It’s costing us money each time and should be a time saver but if we have to add an extra step or save down the ...

Clients are not punctual. Letters of Engagement are generally designed to last only one year. I suggest that in addition to the option of automatically resign letters of engagement so many days after they were originally sign, it would be nice to ...

It would be useful (in the absence of forced 2FA) to provide a visual clue to those member account holders whom do not have 2FA enabled.

A feature to track the receipt and handling of clients' physical records. This would be a great help not just in locating paperwork but also in managing records being returned/shredded and other aspects, including GDPR.