I can no longer open the cleared work in progress screen. My guess is that this is because there is no option to filter before trying to open and it now has such a huge quantity of data - literally everything since we started using you - that it’s...

It would be useful to be able to export the task list as a simpler version, that shows the client, the job stage, latest job stage, and notes as a PDF file as well as a CSV version

Have a Date Box for change of address

Would like to suggest Bright manager to be integrated with ability to send secure link through which Professional Clearance could be requested when clients are moving from one practice to another. Secure, cloud base link could be sent with one tim...

Could we have a deselect all/select all button at the top of the client list for emailing? I appreciate we can filter the client list as much as possible but there will still be times when we want to select certain clients to receive a bulk email.

To make exclamation mark on tasks more versatile, instead of saying missing information when there isn't anything missing, it should say ' see urgent note' saves confusion if there is missing information for the client or not

It would be great to have a feature on the Overview page that allows us to see what is outstanding for a specific type of tax instead of every single tasks within the next 4 weeks. It is currently the beginning of December and we are currently try...

It would be useful if we could run a report to see which clients have joined in a particular month and which clients have been archived.

When a client signs a document the task process should be updated to that it has been signed by the client rather than looking our for the email and then manually going into the client/task to update this.

Add a function to highlight when an AML check is due