We have an AML review every 2 years by ACCA, it would be useful for me to be able to run a report that shows me, when the risk assessment was completed and next review dates are for all clients, at the moment i have to do this manually for over 70...

At present, we have to manually check HMRC to confirm whether a client has an outstanding Self Assessment balance. If BrightManager could pull in the SA liability amount directly from HMRC (with client authorisation) and display it within the clie...

It would be really nice if you could add a feature that lets us park tasks temporarily, so they’re hidden from the main list. That way, the task list stays neat and clean, and we can still review any tasks that have been parked when needed.

Add letter code field as a freeform field(re auto enrolment) in PAYE section

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 ...

Similar to the current email template feature, there should be a letter template feature which allows us to create letters for clients, individually or in bulk, using pre-created or custom templates. For Bright to be our sole client database, havi...

The 'Clear wip' button is able to be pressed by anyone, and once this has happened it cannot be reversed. Could it be locked for all staff unless you have full permissions enabled?

Problem / why it’s usefulWe lose a lot of time on back-and-forth because clients upload incomplete information (e.g., invoices but missing bank statements), or upload documents outside the relevant tax year. This causes delays, repeated chasing, a...

It would be great to have a feature on the Overview page that allows us to see what is outstanding for a specific type of tax instead of every single tasks within the next 4 weeks. It is currently the beginning of December and we are currently try...

If a client is on stop/hold as they owe money, If there was a way to notify all staff members that a client is on hold BEFORE they do any more work for them that would be ideal, At the moment I am adding this info to Urgent notes but unless you ph...