Have a Date Box for change of address

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.

It would be better if when the client lands into the portal from the email link, that they can see straight away what we have just uploaded for them, either by them clicking on a notifications bell/button, that has a number of 'unread' notificatio...

I keep asking/pleading would it be possible for the developers to enable the General Notes for Payroll service tasks to be visible in the new view task list, they used to be visible as a pop up in the old view task lists, if you hovered over the “...

Create a to-do list on the dashboard where you can either type something in for each line or you can add a task to the list. Then once completed, click complete to remove the line from your to-do list (and mark the task as complete).

We are uterlising the tasks system and using it to replace an internal emailing system. It would be useful if it sent notification when the progress note or description was updated.

Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...

We incur 3rd party fees/invoices/costs on behalf of our clients. We require Bright Manager to be able to allocate these costs to clients in the wip ledger, to enable these costs to be included in invoices when issuing client invoice/fee

Improve WIP export function to include advance filters (including time periods and current/invoiced/cleared) to allow external analysis more easily

BM is currently missing a key feature that most accountants expect from practice management software: a clear, list-based view of upcoming deadlines on the dashboard. At present, deadlines are displayed mainly in graph format, which is not practic...