Auto-emails should be sent out to clients who have PAYE as an active service, requesting the PAYE references the same as they are for missing UTRs, Companies House authentication codes etc.

Could we have a feature to hide folders from clients as well as specific documents.

Being able to add standard documents that all or selected clients can see without having to enter the document on each individual portal. Similar to how you can with custom forms.

we have currently 25,000 notifications and are only able to achive, it would be nice to have a delete option so that they can be referred to and kept on top of with ease. currently there are just too many for us to sift through and manager as they...

While the click through interactive help is good, a concise written user/reference guide would be helpful so user can skip to the part that they need

When we are setting up new clients, there is button to AML check on the client page - we should have a button on the client page that invites them into the portal (without going into people section then searching for the client)

Bright Manager could do with a compact view option, where empty spaces and gaps are kept to the minimum. The idea is to have the maximum volume of useful data on a single screen without the need for extra scrolling/searching. The current layout ma...

Extract all the information is in the portal in one spreadshet

The following idea would be very useful especially for long workflows, when several staff members need to complete subtasks on a workflow, and when there is not necessarily a chronological order of subtasks groups to be completed. For instance, fo...