Would be really helpful to have the ability to add Client meetings dates (whether face-2-face or virtually via Teams, Zoom etc) and the ability to log minutes and updates from the meeting. It may be that it comes as an integration with another pie...

Currently there is no way to report if risk assessments have been completed. We are able to determine the level of risk using the field "Client Risk Level", however this filed can be manually updated by staff and doesn't guarantee that a risk asse...

All notifications are created equal, but some are more equal than others. When sending a notification to a colleague, it's important that it stands out. Additionally, notifications from specific clients or urgent tasks could be highlighted. Consid...

It would be useful for the staff member who uploaded a document for approval to be notified of its approval, rather than the manager of the job

Make it possible to upload documents, so all of the clients of certain client types (e.g. limited company, self-assessment, sole trader) can access guides (or this type of document) without us having to upload them individually. Custom forms can b...

On the screen https://manager.brightsg.com/staff we see the staff displayed on nice cards with their details. This is good if you have a few staff. If there are 100 staff members it's a bit of a faff scrolling. It would be nice to have a table/lis...

Allows us to import these into our accounting software by service to allocate to correct sales category Allows for better reporting based upon sales invoices raised by service category

Currently you can only search by client name on WIP, it would be really helpful to search by client internal reference

To have sole trader as a selectable client type