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

We pause our emails so they can be checked. Emails chasing records include days to deadline that we cannot leave off. This is often incorrect when emails are paused and then send days later (if generated over a weekend). This is confusing for clie...

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.

It would be useful if clients had the ability to delete anything uploaded in error. This is time consuming for us as accountants as currently the client has to contact us and ask us to delete. This weekend a client had uploaded the same bunch of d...

We are a small business that would like to track how many self assessment tasks are completed each month. The completed tasks report does not show these as it shows date by deadline and not completion and deadline is January 2027, but we need to k...

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

To be able to customise the Risk tab with our own set of questions. We use ICAEW guidance and have a very specific risk assessment for our clients especially international clients. The risk assessment in BM is not useful to us and we cannot amend ...

When are you going to link to Claude? Everyone wants to get Claude to manage their tasks now, not manually looking themselves. They have an Open API; it could be completed in weeks.

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...

When I see an email sent from BM come into outlook it looks very unprofessional. There is an awful lot of spacing for some reason and when replying or forwarding an email from within BM the same happens, blank lines added in and new lines created ...