It is not possible to differentiate between a Director Self Assessment Client and an Individual/Sole Trader Client when sending a bulk email to self assessment only clients as they all use the Self Assessment Service which is the only field you ca...

When exporting filtered client lists to check statuses for VAT or Accounts, it currently just shows the 'Latest action Date' but not what the latest action relates to - can we have this detail added so that is is visible on the exported excel sheet.

For regular tasks such as VAT returns, the BrightManager task process involves logging time and then completing the task so that the next quarter is pulled through. It would be great if there was a button on the timesheet entry screen which asked ...

The timeline view has too much detail and is hard to find a specific item you want. An option for single line view, and additional filters, to highlight emails with attachments, task changes, and automatic emails, would make it easier to navigate.

To have Bright Manager link to HMRC record for Self-assessment clients to populate a field "HMRC expects payment of £"

It would benefit everyone who uses BM and Informdirect as you'd only have to input the data once.

Problem: You know what needs to be done but don't know when to do it based on availability or what to prioritise. Solution: Like with the deadline calendar and target date calendar, an option to link a task to a 'Diary/calendar' selecting start da...

You can Bulk move tasks but the work flow remains allocated to the original staff member. so now 2 staff members are showing the task Ideally an option to bulk move the Workflows at the same time

Please consider adding a dark mode to the website.