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PINNED AI-Assisted Prospect Qualification & Onboarding (Charlie)
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...
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PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...
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All ideas

    When uploading document take you straight to the email that is produced so that it can be amended.

    When uploading documents I usually want to be able to amend the email that is to be sent notifying the client of the document. It would be useful to go straight that email.
    Guest 8 months ago in Documents 2 Already exists

    Default Document Folder Structure

    In addition to the failure of Bright Manager to enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
    Guest over 2 years ago in Documents 11

    An indication of which client's have been invited to the portal

    We are currently working through our client list and getting them signed up to the portal in blocks, we dont currently have the automated email switched on as we want everything perfectly integrated first. When we inivite someone to the portal, th...
    Guest about 1 year ago in Client Portal 0

    SIC Code

    Show all of the companies SIC codes in their database rather than just the first
    Guest over 2 years ago in Clients 0

    BrightPay Integration

    It would be amazing to get an integration between the task list and BrightPay/BrightPay Connect. Automation makes my life so much easier as a single person payroll bureau, and this would reduce me having to flick between both software all the time...
    Guest about 3 years ago in Integrations 0

    A Portal App for Clients

    Client can down load a Portal App on there phones. So the can access there portal. Also makes it easier them to upload there Documents using there phone Camera.
    Guest about 3 years ago in Client Portal 0

    Allow both annual and monthly fees in services

    It would be useful to have both annual and monthly fees in the services section. This could reflect any annual charges that are invoiced monthly as well as one-off charges that are charged once a year, for example.
    Guest 6 months ago in Administration 0

    Additional email option to receive notifications

    As our practice has an admin team who oversees tasks it would be very beneficial to have an additional email option who receives ALL notifications of client activity. We also have payroll teams within our practice who can't be allocated the client...
    Guest 12 months ago in Administration 0

    Add the ability to view cc/bcc email addresses in the outgoing email queue

    Currently, if an email has cc or bcc while in the Outgoing Queue, they are only visible by going into individual emails, only the "To" email addresses are displayed on the full outgoing queue page. There is space within the "Client" box to include...
    Guest 12 months ago in Emailing 2 Planned

    Client with multiple companies

    Will there be an option added to allow an email address be added to more than one client? We would have several clients who have multiple businesses / companies but would use one contact email address for convenience. The portal registration is no...
    Guest 12 months ago in Client Portal 0