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 ...

To make exclamation mark on tasks more versatile, instead of saying missing information when there isn't anything missing, it should say ' see urgent note' saves confusion if there is missing information for the client or not

I would like to see a Previous Email Feild below the current field. When a client updates their email address, as soon as you change the email address, the history of previous emails are lost from the timeline. If we put their previous/old email a...

I would be great if we could have a section called "Knowledge Hub" visible for all clients where we post tax updates or general information

When I record tax liabilities for a client (e.g. income tax, corporation tax, VAT), once the client confirms that the tax has been paid, there is currently no easy way to mark this amount as “paid”. At the moment, I have to manually go back into t...

it would be useful to have an API for zapier or power automate so that we can pull client information automatically from bright manager. weekly, monthly reports are often required. however it would be useful to be able to automate an email to the ...

I would like to be able to search on the individual client timeline by a date filter.

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 ...

It would be useful to be able to copy an existing time entry into another day, or be able to input multiple days time entry at once, where there is for example a longer period of leave, or an extended period working on one job/task